Join Corient as an Onboarding Specialist, assisting high-net-worth clients in Toronto.

Your role will be crucial in guiding them through the onboarding journey. This in-office position requires a detail-oriented and communicative individual to manage the onboarding of new wealth management clients. You'll collaborate with internal teams to set transparent expectations and ensure timely account setups. Your technology skills will prove vital as you work in Salesforce and portfolio accounting software to facilitate a seamless client experience. Key Responsibilities:

- Act as the central contact for onboarding new clients
- Track onboarding progress between clients and advisors
- Support data entry for new clientele in Salesforce




- Prepare and oversee custodian account establishment paperwork
- Ensure accurate setup of billing and reporting systems Requirements:
- Degree from an accredited institution or equivalent experience
- Minimum 3 years of experience in wealth management preferred
- Familiar with Salesforce and portfolio accounting tools
- Excellent organizational and communication capabilities
- Strong independent work ethic coupled with team spirit Bring your onboarding expertise to Corient and help shape lasting client relationships.

📌 Onboarding Specialist for Wealth Management (Toronto)
🏢 Corient Private Wealth
📍 Toronto