Wealth Management Onboarding Specialist
Job in
Morristown, Morris County, New Jersey, 07960, USA
Listed on 2026-07-03
Listing for:
Corient Private Wealth LLC.
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Corient Private Wealth LLC. in Morristown, NJ is looking for an Onboarding Specialist II to oversee the onboarding process for new clients. The role requires strong organizational skills and experience in client service within financial services.
The ideal candidate will handle account setups, manage asset transfers, and ensure exceptional customer service. You need a Bachelor's degree and 2-3 years of relevant experience, preferably with platforms like Charles Schwab or Salesforce.
This position is full-time and requires working onsite 4 days a week.
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