Corient helps high- and ultra-high-net-worth individuals and families preserve wealth for future generations and provide for those they care about
Job Summary
Corient helps high- and ultra-high-net-worth individuals and families preserve wealth for future generations and provide for those they care about.
Responsibilities include overseeing the end-to-end onboarding process, preparing new account paperwork, managing asset transfers, and delivering outstanding customer service.
The company offers a comprehensive benefits package including a 401(k) with employer matching, subsidized medical plans, and employer-paid dental, vision, life, and disability insurance.
Matching Summary
Corient helps high- and ultra-high-net-worth individuals and families preserve wealth for future generations and provide for those they care about.
Skills & Requirements
Must-have
End-to-end client onboarding
Account setup and funding
Prepare new account paperwork
Manage asset transfers
Deliver outstanding customer service
Work onsite 4 days per week
Nice-to-have
Value ambition and growth
Exceed client expectations
Simplify client lives
Establish lasting legacies
Work independently and in a team
Key Requirements
Bachelor's degree required
2-3 years operations or client service experience
Experience with Charles Schwab, Fidelity, Salesforce, Addepar, DocuSign
Excellent verbal, written, analytical, and organizational skills
Unrestricted work authorization to work in the United States