Boston, Massachusetts, United States · Hybrid
$30/hr–$37/hr
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 gen…
Skills: Client Onboarding, Account Setup, Asset Transfers, Customer Service, DocuSign
Toronto, Ontario, Canada · Hybrid
$55k–$95k/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Content Management Systems, Search Engine Optimization, Web Analytics, User Experience Principles, A/B Testing
Morristown, New Jersey, United States · Hybrid
$30/hr–$37/hr
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 gen…
Skills: Client Onboarding, Account Setup, Asset Transfers, Customer Service, Analytical Skills
Denver, Colorado, United States · Hybrid
$60k–$74k/yr
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 gen…
Skills: Financial Planning, Investment Analysis, Client Relationship Management, Salesforce, Portfolio Accounting Software
Toronto, Ontario, Canada · On-site
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Order Generation, Account Rebalancing, Corporate Actions, Post Trade Support, Trade Matching
San Diego, California, United States · Hybrid
$70k–$90k/yr
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 gen…
Skills: Client Onboarding, Custodial Paperwork, Account Reconciliation, Financial Planning, Client Relationship Management
Chicago, Illinois, United States · Hybrid
$60k–$110k/yr
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 gen…
Skills: Project Coordination, Data Analysis, Microsoft Excel, Custodian Access Management, Stakeholder Communication
Toronto, Ontario, Canada · On-site
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Wealth Management, Practice Management, Sales Growth, Coaching, Strategic Planning
Chicago, Illinois, United States · Hybrid
$60k–$85k/yr
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 gen…
Skills: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Customer Service
Miami, Florida, United States · On-site
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 gen…
Skills: Executive Support, Technical Troubleshooting, AV Systems Management, Microsoft 365, Windows
Toronto, Ontario, Canada · Hybrid
$43k–$71k/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Excel, Organization, Communication, Critical Thinking, Sound Judgement
New York, United States · Hybrid
$88k–$121k/yr
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 gen…
Skills: Calendar Management, Executive Support, Travel Coordination, Expense Reporting, Microsoft Office Suite
Chicago, Illinois, United States · Hybrid
$60k–$85k/yr
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 gen…
Skills: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Customer Service
Miami, Florida, United States · Hybrid
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 gen…
Skills: Accounts Payable, Invoice Processing, General Ledger Reconciliation, Microsoft Excel, Pivot Tables
Toronto, Ontario, Canada · Hybrid
$43k–$71k/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Trading, Portfolio Modeling, Order Entry, Reconciliation, Risk Mitigation
Shaker Heights, Ohio, United States · Hybrid
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 gen…
Skills: Tax Planning, Wealth Management, Tax Compliance, Financial Strategy, Fiduciary Responsibility
Miami, Florida, United States · Hybrid
$161k–$200k/yr
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 gen…
Skills: M&A Due Diligence, Integration Planning, Project Management, Data Analysis, Executive Presentations
Columbus, Ohio, United States · Hybrid
$70k–$100k/yr
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 gen…
Skills: Addepar, Portfolio Reporting, Analytical Skills, Problem-solving, Critical Thinking
Cornwall, Ontario, Canada · On-site
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Client Relationship Management, Financial Administration, Life Insurance Illustrations, CRM Management, Meeting Coordination
Montreal, Quebec, Canada · On-site
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Business Development, Sales Strategy, Asset Retention, Client Relationship Management, Financial Advisory
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Oversee the end-to-end onboarding process for new clients, including paperwork preparation and account funding. Coordinate asset transfers and collaborate with internal teams to ensure timely account setup and high-quality customer service.
Requires a bachelor's degree and 2-3 years of operations or client service experience at an RIA or similar financial services firm. Proficiency in tools like Salesforce, Addepar, and custodial platforms is expected.
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 focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. 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.
Responsibilities
Oversee the end-to-end onboarding process for new clients and accounts, from WMA generation to account setup and funding.
Prepare and process new account paperwork including custodial forms, wealth management agreements, transfer forms, and required disclosures with a high level of accuracy.
Coordinate directly with clients to obtain signatures via DocuSign or mail
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.
Qualifications & Requirements
Bachelor's degree from an accredited institution
Minimum of 2-3 years of operations or client service experience at an RIA or similar financial services company
Experience with Charles Schwab, Fidelity, Salesforce, Addepar, DocuSign, (competency or ability to learn quickly)
Excellent verbal, written, analytical, and organizational skills
Ability to identify, meet and follow through with client needs and requests
Able to work independently with minimal to no supervision but enjoy being part of a team
Must be confidential with all client and firm matters
This position is required to work onsite 4 days per week.
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. Additional duties and responsibilities may be assigned with or without notice.
Pay Information
This position is non-exempt and is paid according to the laws of the State of Massachusetts. The pay range for this position is $30-$37 per hour. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. 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.
This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
This position may require the ability to lift up to 15 pounds.
This position is required to work onsite 4 days per week.
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
401(k) Plan with Employer Matching
Four Medical Plan options that is generously subsidized by Corient
Employer paid Dental, Vision & Life and AD&D Insurance
Employer paid Short-term & Long-term Disability
Paid Maternity & Parental Leave
Flexible Spending Accounts & Health Savings Accounts
Dependent Care FSA
Commuter & Transit FSA
Corporate Discount Program - Perkspot
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
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. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
Setting the standard for investment excellence and advice.
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members. You can find job postings for all CI Financial companies on this page. And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Offices: 15 York St, 2nd Floor, Toronto, Ontario M5J 0A3, CA
Setting the standard for investment excellence and advice.
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members. You can find job postings for all CI Financial companies on this page. And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Offices: 15 York St, 2nd Floor, Toronto, Ontario M5J 0A3, CA
