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About the Role

The Onboarding Specialist is responsible for guiding clients through the onboarding process with professionalism and efficiency. This role coordinates with internal teams to set clear expectations and ensure timely account set up and customization.

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

• Bachelor's 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

Skills

• 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
• Highly flexible and confidential with all client and firm matters

Location

• Toronto

Work Type

• Onsite (four days per week)

Experience Level

• 3 years experience in Wealth management preferred

Education Level

• Bachelor's degree or equivalent experience

Salary/Compensations

• CA$42,500 to CA$71,000

Benefits

• Eligible for participation in a bonus program
• Health insurance coverage
• Wellness programs
• Life and disability insurance
• Retirement savings plans
• Paid leave programs
• Education-related programs
• Paid holidays and vacation time
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering

About the Company

• Corient 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.
• Located in the heart of downtown Toronto, just a short walk from Union Station.

Equal Opportunity

• We are focused on building a diverse and inclusive workforce.
• 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 hrcanada@corient.com.