Wealth Client Onboarding & Service Specialist II
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-07-10
Listing for:
Corient
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Corient in Seattle seeks a Client Service Representative to manage the onboarding of new clients and provide superior client service. The ideal candidate has a BA/BS degree and a minimum of two years of financial services experience, preferably in a Registered Investment Adviser (RIA) firm.
You will be responsible for training team members, maintaining client accounts, and ensuring data integrity. The role requires strong organizational and communication skills. Corient offers a supportive environment for professional growth.
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