Client Onboarding Specialist II – Wealth Management
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Banking & Finance, Financial Services
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
Join us at Corient as our next Client Onboarding Specialist II – Wealth Management in Northern, KY, United States.
Step into the Client Onboarding Specialist II – Wealth Management role at Corient in Northern, KY, United States and grow with us.
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