Corient
Corient Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers accidental death & dismemberment insurance
Offers life insurance
Offers dental insurance
Offers health insurance
Offers Health Savings Account (HSA)
Offers Flexible Spending Account (FSA)
Offers vision insurance
Provides family medical leave
Offers generous parental leave
Company Culture
Provides commuter benefits
Provides free snacks and drinks
Career Growth + Development
Provides customized development tracks
Job training & conferences
Work-Life Balance + Wellbeing
Offers generous PTO
Provides paid holidays
Provides bereavement leave
Offers paid volunteer time
Provides paid sick days
Recently posted jobs
Professional Services • Financial Services
Manage end-to-end client onboarding for wealth management accounts: prepare and process custodial and transfer paperwork, coordinate signatures, manage ACATs/rollovers/wires, provide client service, and collaborate with internal teams to ensure timely account setup and funding.
Professional Services • Financial Services
Responsible for completing financial plans, investment reports, and tax analysis, while co-managing client relationships and documenting tasks. Enhances investment knowledge through practice and observation.
Professional Services • Financial Services
Manage end-to-end client lifecycle for high-net-worth relationships: onboarding, account and trust administration, asset transfers, custodian coordination, alternative investment processing, meeting support, Excel analytics, and special projects while maintaining confidentiality and accuracy.
