Wealth Client Onboarding & Service Specialist II
Listed on 2026-10-30
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Finance & Banking
Banking & Finance, Wealth Management
Corient is seeking a detail-oriented financial services professional to manage end-to-end onboarding of clients, handle custodial paperwork, and establish new accounts. You will deliver proactive client service, anticipate needs, and support the team with training and process improvements.
The role requires a BA/BS and at least two years in financial services, with familiarity in major platforms like Schwab Advisor Center, Fidelity Wealthscape, Docu Sign, Tamarac, Addepar, and Salesforce CRM.
The Wealth Client Onboarding & Service Specialist II position in the Management & Operations, Sales field is open for applications.
Step into the Wealth Client Onboarding & Service Specialist II role at Corient in WA, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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