Wealth Onboarding Specialist II
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-30
Listing for:
Corient Private Wealth LLC.
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Corient Private Wealth LLC. in Boston is seeking an Onboarding Specialist II to oversee the end-to-end onboarding process for new clients. You will work closely with clients and internal teams to ensure accurate and timely account setup.
The ideal candidate has a bachelor's degree and 2-3 years of experience in client service, with proficiency in tools like Docu Sign and Salesforce.
This role requires working onsite four days a week and offers competitive pay ranging from $30 to $37 per hour.
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