Onboarding Specialist II

## Onboarding Specialist IIApply:
Columbus, OH:
Full time:
Posted Yesterday:
JR6219
** 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.##
** About Corient
** Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience.

As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.##
** About the Role
** Corient is seeking an Onboarding Specialist II. The responsibilities will include:
* 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 is
** non-exempt
** and is paid according to the laws of the State of
** Ohio**. The pay range for this position is **$30 – $45 (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.
* This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include…