Wealth Onboarding Specialist II
Listed on 2026-10-06
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Finance & Banking
Financial Services, Office Administrator/ Coordinator, Business Administration
Corient is seeking an Onboarding Specialist II to oversee end-to-end onboarding for new clients and accounts, from WMA generation to setup and funding. You will prepare paperwork, coordinate signatures, and manage asset transfers with a focus on accuracy and service excellence.
Collaborate with client service teams to gather information and ensure timely onboarding while maintaining confidentiality and compliance with firm policies.
Our team is growing, and we are hiring a Wealth Onboarding Specialist II in Seattle, WA, United States.
This posting is for the Wealth Onboarding Specialist II role at Corient Services LLC, based in Seattle, WA, United States.
We are looking to fill the Wealth Onboarding Specialist II position at Corient Services LLC in Seattle, WA, United States.
The Wealth Onboarding Specialist II role at Corient Services LLC is now open for applications in Seattle, WA, United States.
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