Wealth Onboarding Specialist II - Client Experience

Corient Services LLC; Houston (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Disability Insurance

Parental Leave

Job summary

Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. We aim to simplify lives, create legacies, and deliver objective advice with a boutique feel and global resources.

This role supports onboarding and client service for a premier family office environment. The successful candidate will oversee onboarding, process paperwork, coordinate signatures, and manage asset transfers, collaborating with internal teams to

Qualifications

• Bachelor's degree from an accredited institution.
• 2-3 years of operations or client service experience at an RIA or similar financial services company.
• Experience with wealth management platforms and the listed tools (DocuSign, Salesforce, Addepar, etc.).
• Excellent verbal, written, analytical, and organizational skills.
• Ability to work independently yet collaborate with a team.
• Onsite work four days per week.

Responsibilities

• Oversee end-to-end onboarding for new clients and accounts from account opening to 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

Bachelor's degree

Client service

Operations

Wealth management

Onboarding

Communication

Team collaboration

Attention to detail

Education

Bachelor's degree

Tools

DocuSign

Salesforce

Addepar

Fidelity

Charles Schwab

Job description

Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. We aim to simplify lives, create legacies, and deliver objective advice with a boutique feel and global resources.

This role supports onboarding and client service for a premier family office environment. The successful candidate will oversee onboarding, process paperwork, coordinate signatures, and manage asset transfers, collaborating with internal teams to