Onboarding Specialist

CI Financial•Toronto, ON

1d•CA$42,500 - CA$71,000•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. 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 or strong equivalent experience
Savvy with Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)
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

Nice To Haves

Preferred at least 3 years’ experience in Wealth management
Experience with custodian interaction and project management preferred

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