Elevate your career as a Client Onboarding Specialist at Corient, where you will guide clients through a seamless onboarding experience in an office-based role four days a week.
At Corient, you will play a crucial role in the onboarding process for high-net-worth clients. This position requires coordination with internal teams to ensure timely setup and customization of accounts. Utilizing Salesforce and Portfolio Accounting Software will be critical to support data input and maintain high service standards while managing client expectations throughout their onboarding journey.
Key Responsibilities:
• Serve as main contact for recent client onboarding
• Coordinate onboarding tasks with clients and advisors
• Support data input in Salesforce and tracking systems




• Prepare necessary paperwork for account setup
• Ensure smooth client transitions to support teams
Requirements:
• Bachelor’s degree or equivalent experience
• At least 3 years in Wealth management
• Familiarity with Salesforce and accounting software
• Experience with custodian interactions preferred
• Robust attention to detail and communication skills
Utilize your attention to detail and technology skills to deliver exceptional onboarding experiences for clients at Corient.
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📌 Client Onboarding Specialist At Corient Toronto
🏢 PVH (Tommy Hilfiger/Calvin Klein)
📍 Toronto