Teams at Corient

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.

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.

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.