Wealth Onboarding Specialist II

Corient Services LLC; Westbrook (CT); On-site; USD 41,328 - 50,971; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Employer-paid Dental and Vision

Paid Maternity & Parental Leave

Training Reimbursement

Job summary

Corient Services LLC in Westbrook, Connecticut is seeking a Client Onboarding Specialist to oversee new client processes. The role involves preparing account paperwork, collaborating with clients, and delivering excellent customer service. Candidates should have a Bachelor's degree, 2–3 years of financial service experience, and knowledge of tools like Charles Schwab and Salesforce.

This position is non-exempt, with a pay range of $30–$37 per hour based on experience, and offers a 401(k) plan with employer matching and various health benefits.

Qualifications

• Bachelor’s degree from an accredited institution.
• Minimum of 2–3 years of operations or client service experience.
• Experience with financial management tools and excellent analytical skills.

Responsibilities

• Oversee the onboarding process for new clients and accounts.
• Prepare and process new account paperwork with accuracy.
• Deliver outstanding customer service and address client needs.

Skills

Operations experience

Client service skills

Attention to detail

Knowledge of financial services

Education

Bachelor's degree

Tools

Charles Schwab

Fidelity

Salesforce

DocuSign

Job description

Corient Services LLC in Westbrook, Connecticut is seeking a Client Onboarding Specialist to oversee new client processes. The role involves preparing account paperwork, collaborating with clients, and delivering excellent customer service. Candidates should have a Bachelor's degree, 2–3 years of financial service experience, and knowledge of tools like Charles Schwab and Salesforce.

This position is non-exempt, with a pay range of $30–$37 per hour based on experience, and offers a 401(k) plan with employer matching and various health benefits.