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 current 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.

📌 Client Onboarding Specialist Corient Toronto
🏢 CI Financial
📍 Toronto