Client Onboarding Specialist II — Wealth Management
CI Financial
Corient is seeking an Onboarding Specialist II to manage the end-to-end onboarding for new clients and accounts, coordinating with clients for signatures and handling asset transfers with accuracy. The role requires 2–3 years of operations or client service in financial services, strong communication, and the ability to work onsite four days per week. Collaboration with internal teams is essential to deliver timely onboarding. #J-18808-Ljbffr CI Financial
Vacancy posted 1 day ago
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