Job summary
Job post source
This job is directly from Corient
Job overview
The Onboarding Specialist I at Corient facilitates the onboarding process for new high-net-worth clients, ensuring smooth transitions and accurate account setups to support wealth management services.
Responsibilities and impact
The specialist serves as the central contact for client onboarding, coordinates between clients, advisors, and support teams, manages data entry in Salesforce and Portfolio Accounting Software, handles paperwork and asset reconciliation, confirms account and billing setups, and ensures a smooth handoff to Client Success Specialists.
Compensation and benefits
The position offers an hourly wage between $28.15 and $34.75, with benefits including a 401(k) plan with employer matching, subsidized medical plans, employer-paid dental, vision, life and disability insurance, paid parental leave, flexible spending accounts, commuter benefits, training reimbursement, paid professional designations, and volunteer days.
Experience and skills
Candidates need a bachelor's degree and at least 3 years of wealth management experience, proficiency or quick learning ability in Salesforce, Portfolio Accounting Software, DocuSign, and Microsoft Suite, with preferred experience in custodian interaction and project management.
Career development
Corient supports employee growth through training reimbursement and paid professional designations, fostering continuous improvement and career advancement opportunities.
Work environment and culture
Corient values employee contributions, supports growth, emphasizes a safe, healthy, respectful environment, and promotes diversity and inclusion as an equal opportunity employer.
Company information
Corient is a fast-growing wealth management platform in the U.S. managing over $100 billion in assets for more than 10,000 clients, combining boutique service with industry-leading resources.
Job location and travel
The role requires onsite work 4 days per week in Illinois, with physical requirements including prolonged desk work and occasional lifting up to 15 pounds.
Unique job features
The job features a central role in client onboarding within a high-net-worth wealth management firm, involving coordination across multiple teams and systems to ensure comprehensive client service.
Company overview
Corient is a financial services company specializing in providing outsourced accounting, bookkeeping, and financial management solutions to businesses. They generate revenue by offering a range of services, including payroll processing, tax preparation, financial reporting, and advisory services, tailored to meet the needs of small to medium-sized enterprises. Founded with the mission to streamline financial operations and enhance business efficiency, Corient has built a reputation for leveraging technology and expert knowledge to deliver cost-effective and reliable financial solutions. Their commitment to innovation and client satisfaction has positioned them as a trusted partner in the financial services industry.
How to land this job
Tailor your resume to highlight your experience in wealth management, client onboarding, and proficiency with Salesforce, Portfolio Accounting Software, and DocuSign, as these are key tools and skills mentioned in the job description.
Emphasize your ability to coordinate between clients, advisors, and support teams, showcasing your communication skills, attention to detail, and project management capabilities to align with Corient's expectations for this role.
Apply through multiple channels including Corient's official corporate careers page and LinkedIn to maximize your visibility and chances of being noticed for the Onboarding Specialist I position.
Connect with current employees in Corient's client onboarding or wealth management divisions on LinkedIn; use ice breakers such as commenting on recent company growth or initiatives, or asking about their experience with the onboarding process to start a conversation.
Optimize your resume for ATS by including specific keywords from the job description like 'client onboarding,' 'Salesforce,' 'Portfolio Accounting Software,' 'custodian interaction,' and 'project management' to ensure your resume passes automated screening.
Leverage Jennie Johnson's Power Apply feature to automate applying on various platforms, tailor your resume with relevant keywords, and identify LinkedIn connections, allowing you to focus your time on preparing for interviews and networking effectively.
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