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Wealth Client Onboarding Specialist II
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-07-08
Listing for:
Corient Private Wealth LLC.
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Corient Private Wealth LLC. is looking for a Client Service Specialist II in Seattle to manage the onboarding process of new clients and provide exceptional service. You will assist clients and team members while ensuring compliance and accuracy in account management.
The ideal candidate has a BA/BS degree and a strong background in financial services, with excellent communication and organizational skills. Competitive pay and great employee benefits are included.
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