Become a key player in client success as a Wealth Management Onboarding Specialist at Corient, located in Toronto. Support high-net-worth clients through a seamless onboarding experience.
In this in-office role, you will take charge of onboarding new clients, ensuring that all processes are executed efficiently and professionally. You'll collaborate with multiple teams, guiding clients through each step and handling data management in Salesforce and other platforms to facilitate account customizations.
Key Responsibilities:
• Central point of contact for recent client onboarding
• Collaborate with advisors and support teams for onboarding
• Manage data input in Salesforce and other systems
• Prepare paperwork for new client account setups
• Confirm all account and billing setups are executed
Requirements:
• Bachelor’s degree or strong equivalent experience
• At least 3 years’ experience in wealth management preferred
• Proficient with Salesforce and portfolio accounting software
• Strong attention to detail and effective communication skills
• Enjoy working independently as well as in a team
Leverage your skills in onboarding to contribute to Corient's mission of client satisfaction.
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