Wealth Onboarding Specialist II

Posted yesterday

corient private wealthEast Boston (MA)

Brokerage Clerks Portfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$30.00 - $37.00 per hour

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About the role

Corient Private Wealth LLC. in Boston is seeking an Onboarding Specialist II to oversee the end-to-end onboarding process for new clients. You will work closely with clients and internal teams to ensure accurate and timely account setup. The ideal candidate has a bachelor's degree and 2-3 years of experience in client service, with proficiency in tools like DocuSign and Salesforce. This role requires working onsite four days a week and offers competitive pay ranging from $30 to $37 per hour.

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