Job Description

Contract position at Corient

The Onboarding Specialist is responsible for guiding clients through the onboarding process with professionalism and efficiency. Coordinating with internal teams to set clear expectations and ensure timely account set up and customization.

Responsibilities

• Serve as central point of contact for onboarding new clients​
• Coordinate between client, advisor, and additional support teams to execute & track client onboarding progress
• Support data input for new clients in Salesforce and Portfolio Accounting Software
• Prepare and track new client agreement, custodian account opening, maintenance, and transfers paperwork thru the process, including any SLOAs that need to be established
• Reconcile transferred assets and ensure cost basis transferred properly
• Confirm account set up at custodian and in Salesforce and Portfolio Accounting Software
• Confirm billing is set up and if needed initiate initial invoice
• Confirm any reporting is set up correctly
• Confirm client portal is set correctly
• Confirm any loose ends at prior custodian are done (RMDs, residual transfers, terminate auto payments)
• Confirm any restrictions communicated to trading team
• Ensure smooth handoff to Client Success Specialist

Requirements:

• Bachelor's degree from an accredited institution or strong equivalent experience
• Preferred at least 3 years’ experience in Wealth management
• Savvy with Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)
• Experience with custodian interaction and project management preferred
• Bilingual in Spanish preferred

Competencies

• Service oriented
• Strong attention to detail
• Excellent communication skills and responsiveness
• Ability to identify, meet and follow through with tasks
• Ability to work independently
• Enjoy being part of a team
• Continuous improvement mindset
• Must be highly flexible and confidential with all client and firm matters

Corient does not offer employment sponsorship. All candidates must be legally authorized to work in the United States without current or future visa sponsorship.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

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