Wealth Onboarding Specialist II

Corient Services LLC; Salt Lake City (UT); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

AD&D Insurance

Paid Maternity & Parental Leave

FSA/HSA Programs

Volunteer days

Job summary

Corient is seeking an Onboarding Specialist II to oversee the end-to-end onboarding for new clients and accounts, from WMA generation to account setup and funding. Prepare and process new account paperwork including custodial forms, wealth management agreements, transfer forms, and required disclosures with accuracy.

Coordinate with clients to obtain signatures via DocuSign or mail. Join Corient in Salt Lake City to manage asset transfers including ACATs, rollovers, and wires, delivering

Qualifications

• Bachelor's degree required from an accredited institution.
• 2–3 years of operations or client service experience in a financial services setting.
• Experience with Schwab, Fidelity, Salesforce, Addepar, and DocuSign or ability to learn quickly.
• Excellent verbal, written, analytical, and organizational skills.
• Able to identify and fulfill client needs with discretion and independence.
• Onsite work four days per week.

Responsibilities

• Oversee end-to-end onboarding for new clients and accounts from generation to setup and funding.
• Prepare and process new account paperwork including custodial forms and disclosures.
• Coordinate with clients to obtain signatures via DocuSign or mail.
• Manage asset transfers including ACATs, rollovers, and wires.
• Deliver outstanding customer service during the onboarding process and collaborate with internal teams.

Skills

Customer service

Communication

Analytical skills

Organizational skills

Teamwork

Discretion / confidentiality

Independent work

Education

Bachelor's degree

Tools

DocuSign

Salesforce

Addepar

Charles Schwab

Fidelity

Job description

Corient is seeking an Onboarding Specialist II to oversee the end-to-end onboarding for new clients and accounts, from WMA generation to account setup and funding. Prepare and process new account paperwork including custodial forms, wealth management agreements, transfer forms, and required disclosures with accuracy.

Coordinate with clients to obtain signatures via DocuSign or mail. Join Corient in Salt Lake City to manage asset transfers including ACATs, rollovers, and wires, delivering