Hiring: Onboarding Specialist II Company: Corient Location: Boston, MA Job Posted Time: 2026-09-03 14:27:26 Employment Type: On-site Target Skills & Keywords : Salesforce, Wealth Management About the job Experience: •2-3 years of operations or client service experience at an RIA or similar financial services company •3 years of operations or client service experience at an RIA or similar financial services company •18 years of age or older. Required Skills: •Oversee the end-to-end onboarding process for new clients and accounts, from WMA generation to account setup and funding. •Prepare and process new account paperwork including custodial forms, wealth management agreements, transfer forms, and required disclosures with a high level of accuracy. •Coordinate directly with clients to obtain signatures via DocuSign or mail •Manage asset transfers including ACATs, rollovers, and wires •Deliver outstanding customer service by addressing client questions and needs during the onboarding process. •Collaborate closely with client service specialists and internal teams to gather information and ensure the completion of timely onboarding. Qualifications: •Bachelor's degree from an accredited institution •Minimum of 2-3 years of operations or client service experience at an RIA or similar financial services company •Excellent verbal, written, analytical, and organizational skills •Demonstrated capacity to identify, meet and follow through with client needs and requests •Able to work independently with minimal to no supervision but enjoy being part of a team •Must be confidential with all client and firm matters •This position is required to work onsite 4 days per week. •This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. •This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. •This position may require the ability to lift up to 15 pounds. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!