Onboarding Specialist II

Onboarding Specialist IISkip to main content#Onboarding Specialist II page is loaded## Onboarding Specialist IIApplylocations:
US-MA-Boston-1 Post Office-2400time type:
Full time posted on:
Posted 3 Days Agojob requisition :
JR5867
** Join a team that values your ambition and empowers your growth
** 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.
** 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 Docu Sign 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, Docu Sign, (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.
* 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.
*** 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. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs.

It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
** 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. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
* This position may require the ability to lift up to 15 pounds.
* This position is required to work onsite 4 days per week.
** U.S. Eligibility Requirements
*** 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.
* Corient participates in E-Verify and will provide the…