Onboarding Specialist II

CI Financial•Seattle, WA

25d•$30 - $40•Hybrid

About The Position

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. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. 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, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. Corient is seeking an Onboarding Specialist II. The responsibilities will include: 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 be confidential with all client and firm matters
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. Corient will require proof of work authorization.
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.

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.