Onboarding Specialist

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:

• Serve as central point of contact for onboarding new clients
• Coordinate between client advisor and additional support teams to execute & track client onboarding progress
• Support data input for new clients in Salesforce and Portfolio Accounting Software
• Prepare and track new client agreement custodian account opening maintenance and transfers paperwork thru the process including any SLOAs that need to be established
• Reconcile transferred assets and ensure cost basis transferred properly
• Confirm account set up at custodian and in Salesforce and Portfolio Accounting Software
• Confirm billing is set up and if needed initiate initial invoice
• Confirm any reporting is set up correctly
• Confirm client portal is set correctly
• Confirm any loose ends at prior custodian are done (RMDs residual transfers terminate auto payments)
• Confirm any restrictions communicated to trading team
• Ensure smooth handoff to Client Success Specialist

Requirements:

• Bachelors degree from an accredited institution or strong equivalent experience
• Preferred at least 3 years experience in Wealth management
• Savvy with Technology: Salesforce Portfolio Accounting Software DocuSign Microsoft Suite (competency or ability to learn quickly)
• Experience with custodian interaction and project management preferred

Competencies:

• Service oriented
• Strong attention to detail
• Excellent communication skills and responsiveness
• Ability to identify meet and follow through with tasks
• Ability to work independently
• Enjoy being part of a team
• Continuous improvement mindset
• Must be highly flexible and confidential with all client and firm matters

This role follows our inoffice work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is CA$42500 to CA$71000. Exact salary depends on several factors such as experience skills education and budget. Salary range may vary based on geographic addition to base salary this position is eligible for participation in a bonus addition The Company offers a variety of benefits to eligible employees including health insurance coverage wellness programs life and disability insurance retirement savings plans paid leave programs education-related programs paid holidays and vacation time and many others. Many of these benefits are subsidized or fully paid for by the company.

Corient is the worlds largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industrys 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.

WHAT WE OFFER

• Located in the heart of downtown Toronto just a short walk from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Topup program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking Apply. Only qualified candidates selected for an interview will be contacted. Corient Canada is committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities require this posting in an additional format or require accommodation at any stage of the recruitment process please contact us at.