Wealth Onboarding Specialist II
Corient Services LLC
Corient is seeking an Onboarding Specialist II to oversee end-to-end onboarding for new clients and accounts, from WMA generation to setup and funding. You will prepare paperwork, coordinate signatures, and manage asset transfers with a focus on accuracy and service excellence. Collaborate with client service teams to gather information and ensure timely onboarding while maintaining confidentiality and compliance with firm policies. #J-18808-Ljbffr Corient Services LLC
Vacancy posted 2 days ago
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