Corient

Corient

Onboarding Specialist II

Morristown, NJ · Mid

No sponsorship$30k-$37kDetected 25 days ago
SalesforceOnboardingCustomer SupportOrganizational Skills

About the role

  • We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.
  • This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned.
  • As the nature of business demands change, so may the functions of this position.

Responsibilities

  • Manage asset transfers including ACATs, rollovers, and wires
  • Deliver outstanding customer service by addressing client questions and needs during the onboarding process.
  • Collaborate closely with client service specialists and internal teams to gather information and ensure the completion of timely onboarding.
  • Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

Requirements

  • Must be 18 years of age or older.
  • Prepare and process new account paperwork including custodial forms, wealth management agreements, transfer forms, and required disclosures with a high level of accuracy.
  • Bachelor's degree from an accredited institution
  • Experience with Charles Schwab, Fidelity, Salesforce, Addepar, DocuSign, (competency or ability to learn quickly)
  • Must be confidential with all client and firm matters
  • This position may require the ability to lift up to 15 pounds.
  • Must have unrestricted work authorization to work in the United States.
  • Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Skills

  • Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.

Compensation

  • The pay range for this position is $30-$37 per hour.
  • It is not typical for an individual to be offered a salary at or near the top of the range for a position.
  • Salary offers are determined based on final candidate qualifications and experience.

Benefits

  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts

Company info

  • Join a team that values your ambition and empowers your growth
  • At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.
  • We are always looking for talented and motivated individuals to join our team.
  • If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
  • Able to work independently with minimal to no supervision but enjoy being part of a team

Visa & Work Authorization

  • Must have unrestricted work authorization to work in the United States.
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This listing is sourced directly from Corient's careers page and normalized into a canonical job model.