Onboarding Specialist II — Client Success & Wealth Ops
Listed on 2026-10-06
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Customer Service/HelpDesk
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HR/Recruitment
Corient seeks an Onboarding Specialist II to manage end-to-end onboarding for new clients and accounts, from paperwork to funding, while coordinating with clients for signatures and asset transfers. You will work with client service teams to ensure a smooth onboarding journey and exceptional service delivery.
The role requires a Bachelor's degree and 2–3 years in operations or client service in financial services, with onsite work 4 days per week.
We have an opening for a Onboarding Specialist II — Client Success & Wealth Ops in Dallas, TX, United States within Human Resources, Management & Operations.
All applications are reviewed carefully by our team.
The position is based in Dallas, TX, United States.
This opportunity is part of our work in Human Resources, Management & Operations.
The advertised compensation is 65.000 - 90.000.
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