Onboarding Specialist II Wealth Management Champion
Emploive
Corient is seeking an Onboarding Specialist II to oversee end-to-end onboarding for new clients and accounts, from WMA generation to account setup and funding. You will prepare paperwork, coordinate signatures via DocuSign, and manage asset transfers including ACATs, rollovers, and wires. Minimum 2–3 years in operations or client service at a financial services firm; familiarity with Schwab, Fidelity, Salesforce, Addepar, and DocuSign is preferred. #J-18808-Ljbffr Emploive
Vacancy posted 5 days ago
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