Wealth Onboarding Specialist II

Corient; Seattle (WA); On-site; USD 41,000 - 55,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health SB

Dependent Care FSA

Commuter & Transit FSA

Corporate Discount Program – Perkspot

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient is seeking an Onboarding Specialist II to lead the end-to-end onboarding for new clients and accounts, from paperwork through funding, with direct client coordination for signatures and asset transfers. The role requires 2–3 years in operations or client service within financial services and work onsite four days per week, collaborating with internal teams to ensure timely onboarding.

Ideal candidates will have a bachelor's degree, strong communication and organizational skills, and

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, 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 a high level of accuracy.
• Coordinate directly with clients to obtain signatures via DocuSign or mail
• Manage asset transfers including ACATs, rollovers, and wires
• Deliver outstanding customer service by addressing client questions and needs during the onboarding process.
• Collaborate closely with client service specialists and internal teams to gather information and ensure the completion of timely onboarding.

Skills

Client onboarding

Operations

Client service

Attention to detail

Education

Bachelor's degree

Tools

DocuSign

Salesforce

Addepar

Charles Schwab

Fidelity

Job description

Corient is seeking an Onboarding Specialist II to lead the end-to-end onboarding for new clients and accounts, from paperwork through funding, with direct client coordination for signatures and asset transfers. The role requires 2–3 years in operations or client service within financial services and work onsite four days per week, collaborating with internal teams to ensure timely onboarding.

Ideal candidates will have a bachelor's degree, strong communication and organizational skills, and