Wealth Onboarding Specialist II
Listed on 2026-09-25
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Finance & Banking
Wealth Management, Financial Services, Financial Compliance, Banking & Finance
Corient is seeking a detail-focused onboarding specialist to manage end-to-end client and account onboarding for high-net-worth clients in a fast-paced wealth management environment.
You will coordinate paperwork, signatures via Docu Sign, and asset transfers while delivering exceptional client service and collaborating with internal teams to ensure timely onboarding. The role requires 2–3 years in ops or client service at an RIA and is onsite four days per week.
For the Wealth Onboarding Specialist II position at CI Financial, we are reviewing applications now.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Onboarding Specialist II role at CI Financial, based in GA, United States.
We are looking to fill the Wealth Onboarding Specialist II position at CI Financial in GA, United States.
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