Wealth Onboarding Specialist II
Listed on 2026-09-30
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Finance & Banking
Wealth Management, Regulatory Compliance Specialist, Financial Services
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.
Consider building your career as a Wealth Onboarding Specialist II at CI Financial.
The Wealth Onboarding Specialist II position in the Human Resources, Management & Operations field is open for applications.
We have an opening for a Wealth Onboarding Specialist II in GA, United States within Human Resources, Management & Operations.
This role, Wealth Onboarding Specialist II at CI Financial, could be your next opportunity.
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