Onboarding Specialist II

About Corient

Corient is the world’s largest multi‑family office and non‑bank wealth manager focused on serving ultra‑high‑ and high‑net‑worth clients. As the industry’s only global professional services partnership, it combines the personal service and objectivity of a boutique with the scale and resources of a global institution. The partnership model fosters collaboration over competition, delivering a transparent, client‑first experience. Corient provides comprehensive solutions across investment management, wealth strategy, and family office services to help clients simplify their lives, manage their wealth, and establish lasting legacies.

About the Role

Corient is seeking an Onboarding Specialist II to oversee the end‑to‑end onboarding process for new clients and accounts.

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 timely onboarding.
• Work onsite four days per week.

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, or ability to learn quickly.
• Excellent verbal, written, analytical, and organizational skills.
• Ability to identify, meet, and follow through with client needs and requests.
• Self‑directed with minimal supervision while enjoying teamwork.
• Maintain confidentiality with all client and firm matters.

Physical Requirements

• Ability to work in an office environment, including prolonged periods of sitting at a desk and working on a computer.
• Ability to lift up to 15 pounds.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Unrestricted work authorization to work in the United States (U.S. citizens or permanent residents).
• Proof of work authorization will be required.
• Participation in E‑Verify and completion of Form I‑9.
• Willingness to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement, including post‑employment obligations.

Benefits

• 401(k) plan with employer matching.
• Four medical plan options, generously subsidized.
• Employer‑paid dental, vision, life, and AD&D insurance.
• Employer‑paid short‑term and 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 and paid professional designations.
• Volunteer days for community giving.