Transform client experiences as a Client Onboarding Specialist at Corient in Toronto. Guide high-net-worth individuals through onboarding with professionalism and efficiency.
In this pivotal in-office role, you will be the main contact for recent client onboarding in wealth management. Utilizing your communication skills and technology-savvy nature, you'll coordinate between clients and internal teams, ensuring smooth account setup and customization. This involves inputting data into Salesforce and preparing necessary paperwork for custodians and accounts.
Key Responsibilities:
• Serve as the contact for client onboarding processes
• Coordinate with advisors and support teams during onboarding
• Input current client data in Salesforce and Portfolio Accounting Software




• Prepare custodial account paperwork and agreements
• Confirm reporting setup and client portal accuracy
Requirements:
• Bachelor's degree or equivalent experience required
• At least 3 years’ experience in wealth management preferred
• Proficient in Salesforce, Portfolio accounting, and DocuSign
• Robust attention to detail and communication skills
• Ability to work independently and as part of a team
Utilize your expertise in onboarding to enhance Corient's dedication to client success.
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📌 Client Onboarding Specialist At Corient Toronto (Canada)
🏢 Corient Private Wealth
📍 Canada