Elevate client experiences as an Onboarding Specialist with Corient in Toronto. Guide recent clients through the onboarding process with exceptional communication and attention to detail.
In this key role, you will facilitate a seamless onboarding experience for high-net-worth clients, coordinating with internal teams to ensure effective account setup and customization. Your strong tech skills will be essential as you navigate Salesforce and Portfolio Accounting Software while preparing documents and confirming account operations.
Key Responsibilities:
• Serve as the primary contact for incoming clients
• Coordinate onboarding tasks with advisors and support teams
• Input new client data in Salesforce and related software




• Manage client agreement and account opening paperwork
• Reconcile assets and confirm proper transfers
Requirements:
• Bachelor's degree or equivalent experience
• Minimum 3 years in wealth management
• Proficient with Salesforce and technology tools
• Experience with custodian interaction preferred
• Strong attention to detail and communication skills
Utilize your onboarding expertise and technical proficiency to support Corient's mission of creating lasting client legacies.
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📌 Onboarding Specialist at Corient (Toronto)
🏢 CI Financial
📍 Toronto