Wealth Onboarding Specialist II

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

Benefits offered by this job

401(k) Plan with Employer Matching

Medical plans

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

FSAs & HSAs

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Professional Designations

Volunteer days

Job summary

Corient is seeking an Onboarding Specialist II to oversee end-to-end onboarding for new clients and accounts, from WMA generation to setup and funding. You will prepare paperwork, coordinate signatures, and manage asset transfers with a focus on accuracy and service excellence.

Collaborate with client service teams to gather information and ensure timely onboarding while maintaining confidentiality and compliance with firm policies.

Qualifications

• Bachelor's degree from an accredited institution.
• 2-3 years of operations or client service experience at a financial services company.
• Experience with DocuSign, Salesforce, Addepar, and custodial platforms.

Responsibilities

• Oversee end-to-end onboarding for new clients/accounts (WMA generation to setup/funding).
• Prepare and process new account paperwork 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 during onboarding.
• Collaborate with client service specialists and internal teams to ensure timely onboarding.

Skills

Communication

Analytical thinking

Organizational skills

Education

Bachelor's degree

Tools

DocuSign

Salesforce

Addepar

Charles Schwab

Fidelity

Job description

Corient is seeking an Onboarding Specialist II to oversee end-to-end onboarding for new clients and accounts, from WMA generation to setup and funding. You will prepare paperwork, coordinate signatures, and manage asset transfers with a focus on accuracy and service excellence.

Collaborate with client service teams to gather information and ensure timely onboarding while maintaining confidentiality and compliance with firm policies.