Teams at Corient

Support wealth management teams for high-net-worth clients by researching and inputting financial projection and investment data, assisting client service teams, learning planning tools, attending networking events, and following through on requests under close supervision.

Guide high-net-worth clients through account onboarding: act as central contact, coordinate advisors and internal teams, enter client data in Salesforce and portfolio accounting systems, manage custodian paperwork and transfers, reconcile assets and cost basis, confirm billing, reporting, portals, and trading restrictions, and ensure smooth handoff to Client Success.

Support and execute the company's ICFR/SOX program: maintain risk and control matrices, coordinate testing and remediation, support audits, evaluate control design, document processes, and advise on control impacts for systems, acquisitions, and process changes.