Wealth Management Onboarding Specialist
Corient Private Wealth LLC.
Corient Private Wealth LLC. in Morristown, NJ is looking for an Onboarding Specialist II to oversee the onboarding process for new clients. The role requires strong organizational skills and experience in client service within financial services. The ideal candidate will handle account setups, manage asset transfers, and ensure exceptional customer service. You need a Bachelor's degree and 2-3 years of relevant experience, preferably with platforms like Charles Schwab or Salesforce. This position is full-time and requires working onsite 4 days a week. #J-18808-Ljbffr Corient Private Wealth LLC.
Vacancy posted 3 days ago
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