Corient · 8 hours ago
Onboarding Specialist II
Morristown, NJ
Full-time
Onsite
Entry, Mid Level
$30/hr - $37/hr
2+ years expCorient is a fast-growing wealth management platform in the United States that helps high- and ultra-high-net-worth individuals preserve their wealth. The Onboarding Specialist is responsible for guiding clients through the onboarding process, ensuring timely account setup and customization while delivering outstanding customer service.
AdviceConsultingWealth Management
No H1B
U.S. Citizen Only
Responsibilities
Oversee the end-to-end onboarding process for new clients and accounts, from WMA generation to account setup and funding
Prepare and process new account paperwork including custodial forms, wealth management agreements, transfer forms, and required disclosures with a high level of accuracy
Coordinate directly with clients to obtain signatures via DocuSign or mail
Manage asset transfers including ACATs, rollovers, and wires
Deliver outstanding customer service by addressing client questions and needs during the onboarding process
Collaborate closely with client service specialists and internal teams to gather information and ensure the completion of timely onboarding
Qualification
Required
Bachelor's degree from an accredited institution
Minimum of 2-3 years of operations or client service experience at an RIA or similar financial services company
Experience with Charles Schwab, Fidelity, Salesforce, Addepar, DocuSign, (competency or ability to learn quickly)
Excellent verbal, written, analytical, and organizational skills
Ability to identify, meet and follow through with client needs and requests
Able to work independently with minimal to no supervision but enjoy being part of a team
Must be confidential with all client and firm matters
This position is required to work onsite 4 days per week
Must be 18 years of age or older
Must have unrestricted work authorization to work in the United States
Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement
Benefits
401(k) Plan with Employer Matching
Four Medical Plan options that is generously subsidized by Corient
Employer paid Dental, Vision & Life and AD&D Insurance
Employer paid Short-term & Long-term Disability
Paid Maternity & Parental Leave
Flexible Spending Accounts & Health Savings Accounts
Dependent Care FSA
Commuter & Transit FSA
Corporate Discount Program - Perkspot
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
Company
Corient
Corient offers wealth management and consulting services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Nimesh Patel
Partner, Chief Technology Officer
Andrew Walsh, CPA, CFP®, CTFA
Manager of Personal CFO Services
Recent News
2025-10-03
2025-09-29
Company data provided by crunchbase