Wealth Onboarding Specialist II — Onsite 4 Days/Week

CI Financial; Seattle (WA); On-site; USD 85,962,000 - 114,616,000; Full time

Benefits offered by this job

401(k) match

Medical plans

Dental & Vision insurance

Disability insurance

Parental leave

FSAs & Health Savings Accounts

Commuter & transit benefits

Professional designations

Volunteer days

Job summary

Corient is seeking an Onboarding Specialist II to manage end-to-end onboarding for new clients and accounts, ensuring accurate paperwork, signatures, and asset transfers. You will work with clients and internal teams to deliver exceptional service throughout the onboarding process.

The role requires 2-3 years in operations or client service within a financial services environment, a Bachelor’s degree, and the ability to work onsite 4 days per week.

Qualifications

• Bachelor’s degree from an accredited institution.
• 2-3 years of operations or client service experience at an RIA or similar financial services firm.
• Experience with Charles Schwab, Fidelity, Salesforce, Addepar, DocuSign; quick learner.

Responsibilities

• Oversee end-to-end onboarding for new clients and accounts.
• Process new account paperwork and disclosures accurately.
• Coordinate with clients for signatures via DocuSign or mail.
• Manage asset transfers including ACATs, rollovers, wires.
• Deliver outstanding service addressing client questions during onboarding.
• Collaborate with client service specialists and internal teams to ensure timely onboarding.

Skills

Client service

Operations

Onboarding

Education

Bachelor's degree

Tools

DocuSign

Salesforce

Addepar

Fidelity

Job description

Corient is seeking an Onboarding Specialist II to manage end-to-end onboarding for new clients and accounts, ensuring accurate paperwork, signatures, and asset transfers. You will work with clients and internal teams to deliver exceptional service throughout the onboarding process.

The role requires 2-3 years in operations or client service within a financial services environment, a Bachelor’s degree, and the ability to work onsite 4 days per week.