Onboarding Specialist II — Wealth Management
Listed on 2026-10-18
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Finance & Banking
Wealth Management, Financial Services
Corient is seeking an Onboarding Specialist II in Seattle to oversee end-to-end onboarding for new clients and accounts. You will prepare and process paperwork, coordinate signatures, and manage asset transfers with high accuracy while delivering exceptional client service.
The role requires a Bachelor's degree and 2–3 years in operations or client service within a financial services environment. This onsite position offers a 4-day workweek with competitive benefits.
We are looking to fill the Onboarding Specialist II — Wealth Management position at Corient in Seattle, WA, United States.
Join us at Corient as our next Onboarding Specialist II — Wealth Management in Seattle, WA, United States.
We are currently recruiting a Onboarding Specialist II — Wealth Management for our team in Seattle, WA, United States.
This is a strong position to take on the Onboarding Specialist II — Wealth Management role at Corient.
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