Join Corient's team in Toronto as a Client Onboarding Specialist. Ensure smooth transitions for recent clients with a focus on efficiency and exceptional service.

This role emphasizes a meticulous approach to client onboarding, requiring coordination between clients and internal teams to achieve timely account setups. Leveraging your technical skills, including Salesforce and Portfolio Accounting Software, you'll manage necessary documentation and ensure fulfillment of onboarding requirements.

Key Responsibilities:
• Act as the main communication link for new clients
• Collaborate with advisors to track onboarding progress
• Input critical client data into various systems
• Oversee paperwork for agreements and account setups
• Confirm all records and account details are managed correctly

Requirements:
• Bachelor's degree or relevant experience required
• Three years in wealth management preferred
• Savvy with technology tools like DocuSign
• Project management experience is a plus
• Ability to maintain confidentiality in client matters

Bring your client-oriented approach to Corient, facilitating reliable onboarding processes that foster lasting relationships.
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📌 Client Onboarding Specialist Corient Toronto (Ontario)
🏢 CI Financial
📍 Ontario