Wealth Onboarding Specialist II

CI Financial; Georgia; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan

Medical Insurance

Dental & Vision

Disability Insurance

Parental Leave

Commuter Benefits

Job summary

Corient is seeking a detail-focused onboarding specialist to manage end-to-end client and account onboarding for high-net-worth clients in a fast-paced wealth management environment.

You will coordinate paperwork, signatures via DocuSign, and asset transfers while delivering exceptional client service and collaborating with internal teams to ensure timely onboarding. The role requires 2–3 years in ops or client service at an RIA and is onsite four days per week.

Qualifications

• Bachelor’s degree from an accredited institution.
• Minimum of 2-3 years of operations or client service experience at an RIA or similar financial services company.
• Experience with Charles Schwab, Fidelity, Salesforce, Addepar, DocuSign, (competency or ability to learn quickly).
• Excellent verbal, written, analytical, and organizational skills.
• Ability to identify, meet and follow through with client needs and requests.
• Able to work independently with minimal to no supervision but enjoy being part of a team.
• Must be confidential with all client and firm matters.
• This position is required to work onsite 4 days per week.

Responsibilities

• Oversee the end-to-end onboarding process for new clients and accounts.
• Prepare and process new account paperwork including custodial forms and agreements with high accuracy.
• Coordinate with clients to obtain signatures via DocuSign or mail.
• Manage asset transfers including ACATS, rollovers, and wires.
• Deliver outstanding client service by addressing client questions during onboarding.
• Collaborate with client service specialists and internal teams to ensure timely onboarding.

Skills

Onboarding

Client Service

Communication

Detail-oriented

Education

Bachelor’s degree

Tools

DocuSign

Charles Schwab

Fidelity

Salesforce

Addepar

Job description

Corient is seeking a detail-focused onboarding specialist to manage end-to-end client and account onboarding for high-net-worth clients in a fast-paced wealth management environment.

You will coordinate paperwork, signatures via DocuSign, and asset transfers while delivering exceptional client service and collaborating with internal teams to ensure timely onboarding. The role requires 2–3 years in ops or client service at an RIA and is onsite four days per week.