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Customer Success Mgr./ CSM Technical Support

Onboarding Specialist II — Client Setup & Wealth Ops

Job in Morristown, Hamblen County, Tennessee, 37815, USA
Listing for: Corient
Full Time position
Listed on 2026-02-01
Job specializations:
  • Customer Service/HelpDesk
    Customer Success Mgr./ CSM, Technical Support
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading wealth management platform is seeking an Onboarding Specialist to guide clients through the onboarding process. The role involves coordinating with internal teams, managing client onboarding paperwork, and ensuring excellent customer service. Candidates should have a Bachelor's degree and 2-3 years of relevant experience. Proficiency in tools such as Docu Sign and Salesforce is preferred. This position requires onsite work 4 days a week and offers a competitive compensation package.
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