Onboarding Specialist II

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.
• Cook up and process new account paperwork including custodial forms, wealth management agreements, transfer forms, and required disclosures with a high level of accuracy.
• Carefully 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.

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
• Able 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 be confidential with all client and firm matters

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.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

Pay Information

• 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-$37 per hour.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.

Corient’s Commitment to the Employee Experience

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Paid Professional Designations
• Volunteer days

Additional Information

• Corient is one of the fastest-growing wealth management platforms in the United States.
• We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets.
• We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
• Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success.
• We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
• We are an equal opportunity employer.