Onboarding Specialist II Wealth Management
Corient
Corient is seeking an Onboarding Specialist II in Seattle to oversee end-to-end onboarding for new clients and accounts. You will prepare and process paperwork, coordinate signatures, and manage asset transfers with high accuracy while delivering exceptional client service.
The role requires a Bachelor's degree and 2–3 years in operations or client service within a financial services environment. This onsite position offers a 4-day workweek with competitive benefits.
#J-18808-LjbffrVacancy posted 2 days ago
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