Onboarding Specialist II

About the Role

Join a team that values your ambition and empowers your growth. At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.

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.

Requirements

• 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 maintain confidentiality with all client and firm matters.

Schedule

This position is required to work onsite 4 days per week.

Pay

This position is non-exempt and is paid according to the laws of the State of New Jersey. The pay range for this position is $30-$37 per hour. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer.
• Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options that are generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Volunteer days to give back to the community