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2 client onboarding specialist jobs at 2 companies in Mendon, MA

2mo
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Onboarding Specialist II
Boston, Massachusetts, United States
$30-$37/hr HybridFull Time
Corient
Corient: Private fee-only wealth management firm serving ultra-high- and high-net-worth individuals, families, and businesses.
2+ YOEBachelor's degree required; 2+ years operations or client service experience at an RIA or similar; experience with Charles Schwab, Fidelity, Salesforce, Addepar, DocuSign; strong verbal/written/analytical skills; confidentiality required; onsite 4 days/week.
Charles Schwab, Fidelity, Salesforce, Addepar, DocuSign
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2mo
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Client Intake Specialist
Boston, Massachusetts, United States
$85k-$120k/yr HybridFull Time
Loomis, Sayles & Company
Loomis, Sayles & Company: Private active investment management firm serving institutional and retail clients through equity, fixed-income, multi-asset, and alternative strategies.
Series 7 required; bachelor’s degree or equivalent; experience with client onboarding, AML/KYC, account documentation; strong communication, organization, and stakeholder coordination skills; financial industry experience preferred.
Markit, Bloomberg
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