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Client Onboarding & Operations Specialist
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-09-03
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Banking & Finance -
Accounting
Banking & Finance
Job Description & How to Apply Below
Corient seeks a detail‑oriented Custodian Services Specialist to support high‑net‑worth client teams in establishing accounts, transferring assets via ACAT, and preparing manager paperwork. You will handle paperwork, update beneficiary data, and coordinate with investment analysts to ensure accurate, timely processing.
This role requires a bachelor’s degree, 2–4 years of relevant experience, strong Excel skills, and the ability to maintain confidentiality.
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