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    Senior Onboarding Specialist - Dallas, United States - Corient Private Wealth LLC.

    Corient Private Wealth LLC.
    Corient Private Wealth LLC. Dallas, United States

    5 hours ago

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    Description
    Senior Onboarding Specialist page is loaded

    Senior Onboarding Specialist

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    locations

    Dallas, TX

    time type

    Full time

    posted on

    Posted 3 Days Ago

    job requisition id

    JR1835

    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.

    We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team.

    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.

    We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team.

    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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    At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience.

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