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Senior Onboarding Specialist - Dallas, United States - Corient Private Wealth LLC
Description
Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.
If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
The Onboarding Specialist is responsible for guiding clients through the onboarding process with professionalism and efficiency. Coordinating with internal teams to set clear expectations and ensure timely account set up and customization.Join a team that values your ambition and empowers your growth.
At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.
If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
The Onboarding Specialist is responsible for guiding clients through the onboarding process with professionalism and efficiency. Coordinating with internal teams to set clear expectations and ensure timely account set up and customization.Essential Job Functions:
Serve as central point of contact for onboarding new clients
Coordinate between client, advisor, and additional support teams to execute & track client onboarding progress
Support data input for new clients in Salesforce and Portfolio Accounting Software
Prepare and track new client agreement, custodian account opening, maintenance, and transfers paperwork thru the process, including any SLOAs that need to be established
Reconcile transferred assets and ensure cost basis transferred properly
Confirm account set up at custodian and in Salesforce and Portfolio Accounting Software
Confirm billing is set up and if needed initiate initial invoice
Confirm any reporting is set up correctly
Confirm client portal is set correctly
Confirm any loose ends at prior custodian are done (RMDs, residual transfers, terminate auto payments)
Confirm any restrictions communicated to trading team
Ensure smooth handoff to Client Success Specialist
Required Knowledge, Skills, and Abilities:
Bachelor's degree from an accredited institution
Minimum 3 years' experience in Wealth management
Experience with Technology:
Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)
Experience with custodian interaction and project management preferred
Service oriented
Strong attention to detail
Excellent communication skills and responsiveness
Ability to identify, meet and follow through with tasks
Ability to work independently
Enjoy being part of a team
Continuous improvement mindset
Must be highly flexible and confidential with all client and firm matters
We are an equal opportunity employer.
All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
We are an equal opportunity employer.All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
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