Client Onboarding Specialist II – Wealth Management
Listed on 2026-10-17
-
Finance & Banking
Wealth Management
Corient is seeking an Onboarding Specialist II in Columbus, OH to manage end-to-end client onboarding and account setup. You will prepare custodial forms, wealth management agreements, and transfer documents with precision, and coordinate signatures via Docu Sign or mail.
You will handle asset transfers including ACATs and wires while delivering excellent client service. Ideal candidates have 2–3 years in operations or client service at a financial services firm, strong communication, and the
The Client Onboarding Specialist II – Wealth Management position in the Human Resources, Management & Operations field is open for applications.
For the Client Onboarding Specialist II – Wealth Management position at Corient, we are reviewing applications now.
Step into the Client Onboarding Specialist II – Wealth Management role at Corient in Columbus, OH, United States and grow with us.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).