Onboarding Specialist II

CI Financial•Morristown, NJ

1d•$30 - $37•Onsite

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. 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.

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
This position is required to work onsite 4 days per week.
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.
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.