Onboarding Specialist II

About the Role

Corient is seeking an Onboarding Specialist II to oversee the end-to-end onboarding process for new clients and accounts, from WMA generation to account setup and funding.

Responsibilities

• 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 timely onboarding.

Qualifications & 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.
• This position requires working onsite 4 days per week.

Pay

This position is non-exempt and is paid according to the laws of the State of Massachusetts. The pay range for this position is $30-$40 per hour.

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. The ability to lift up to 15 pounds may be required.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.

What You Can Expect From Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 401(k) Plan with Employer Matching
• Four Medical Plan options 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
• Giving back to the community - Volunteer days