About this role
Client Service Specialist II at Corient. Location: San Diego, California, United States. Role: onboarding clients, reconciling accounts, mentoring staff Requirements: BA/BS required, 2+ years in financial services (RIA operations preferred). Experience with custodial onboarding, reconciliations, client service, and mentoring. Proficiency in Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, Salesforce CRM, and Microsoft Office. Category: Finance and Accounting Seniority: Entry Level Tools: Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, Salesforce CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook Commitment: Full Time Workplace: Hybrid Languages: English