{"id":990584,"url":"https://alion.io/job/corient-onboarding-specialist-ii","title":"Onboarding Specialist II","company":{"id":708265,"name":"Corient","domain":"corient.com","url":"https://alion.io/company/corient","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":6,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":51,"computed_at":"2026-10-21T05:46:15Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Salt Lake City, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":50000,"max_usd":115000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":602},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-09-14T00:00:00Z","employer_posted_date":"2026-09-14","last_verified_at":"2026-10-22T03:45:46Z","board_verified":true,"closed_at":null,"days_open":38,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":38},"description":"Join a team that values your ambition and empowers your growth\nAt 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.\nAbout Corient\nCorient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.\nAbout the Role\nCorient is seeking an Onboarding Specialist II. The responsibilities will include:\nOversee the end-to-end onboarding process for new clients and accounts, from WMA generation to account setup and funding.\n\nPrepare and process new account paperwork including custodial forms, wealth management agreements, transfer forms, and required disclosures with a high level of accuracy.\n\nCoordinate directly with clients to obtain signatures via DocuSign or mail\n\nManage asset transfers including ACATs, rollovers, and wires\n\nDeliver outstanding customer service by addressing client questions and needs during the onboarding process.\n\nCollaborate closely with client service specialists and internal teams to gather information and ensure the completion of timely onboarding.\n\nQualifications & Requirements\nBachelor's degree from an accredited institution\n\nMinimum of 2-3 years of operations or client service experience at an RIA or similar financial services company\n\nExperience with Charles Schwab, Fidelity, Salesforce, Addepar, DocuSign, (competency or ability to learn quickly)\n\nExcellent verbal, written, analytical, and organizational skills\n\nAbility to identify, meet and follow through with client needs and requests\n\nAble to work independently with minimal to no supervision but enjoy being part of a team\n\nMust be confidential with all client and firm matters\n\nThis position is required to work onsite 4 days per week.\n\nThis position description is intended to provide a general overview of the expectations and responsibilities ofthis 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. Additionalduties and responsibilities may be assignedwith or without notice.\nPhysical Requirements\nThis 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.\nThis position may require the ability to lift up to 15 pounds.\nThis position is required to work onsite 4 days per week.\nU.S. Eligibility Requirements\nMust be 18 years of age or older.\nMust 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.\nCorient 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.\nMust 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.\nWhat You Can Expect from Us\nOur dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:\n401(k) Plan with Employer Matching \nFour Medical Plan options that is generously subsidized by Corient\nEmployer paid Dental, Vision & Life and AD&D Insurance \nEmployer paid Short-term & Long-term Disability \nPaid Maternity & Parental Leave \nFlexible Spending Accounts & Health Savings Accounts\nDependent Care FSA \nCommuter & Transit FSA \nCorporate Discount Program - Perkspot \nTraining Reimbursement \nPaid Professional Designations \nGiving back to the community - Volunteer days\nCorient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.\nFull 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.\nWe 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.\nThis 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.\nCorient refers to the separate but affiliated entities under common control of Corient Holdings Inc. 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