Wealth Onboarding Specialist II Onsite 4 Days/Week
CI Financial
Corient is seeking an Onboarding Specialist II to manage end-to-end onboarding for new clients and accounts, ensuring accurate paperwork, signatures, and asset transfers. You will work with clients and internal teams to deliver exceptional service throughout the onboarding process. The role requires 2-3 years in operations or client service within a financial services environment, a Bachelor’s degree, and the ability to work onsite 4 days per week. #J-18808-Ljbffr
Vacancy posted 2 days ago
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