Onboarding Specialist

About the job

At Corient, we help high- and ultra-high-net-worth individuals and families to 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.

Overview

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.

Responsibilities:

• 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

Requirements:

• Bachelor's degree from an accredited institution or strong equivalent experience
• Preferred at least 3 years’ experience in Wealth management
• Savvy with Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)
• Experience with custodian interaction and project management preferred

Competencies:

• 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

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.

WHAT WE OFFER

• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. We are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [email protected], or call 416-364-1145 ext. 4747.