Client Service Lead

Responsibilities

• Lead and oversee a team of Client Service Associates, fostering a culture of collaboration, accountability, and continuous improvement.
• Partner across clients, advisors, and other internal teams and 3rd parties to oversee all operational and administrative activities required to support client relationships.
• Monitor the status, progress, and quality of all client-related activities to ensure consistent execution, operational excellence, and client satisfaction.
• Ensure quality, timeliness, and consistency of team’s work, and maintain accountability for team’s output.
• Manage workload distribution, set priorities, and monitor performance metrics for team members.
• Lead team-level process improvements by implementing changes that enhance consistency, efficiency, and overall service delivery.
• Coach and develop junior team members by providing structured guidance, ongoing feedback, and targeted training.
• Operate within any applicable client systems (e.g., Salesforce, Addepar, etc.), ensuring all client data is complete, accurate, and up to date.
• Ensure ongoing adherence to firm policies, procedures, and compliance standards, as well as any applicable legal and regulatory guidelines.
• Proactively seek out and pursue opportunities to drive improved client and business outcomes, in partnership with firm leadership.

Qualifications & Requirements

• A bachelor’s degree
• Minimum 5 years of experience in financial services, with at least 3 years in a leadership or supervisory capacity.
• Proven ability to lead, develop, and inspire high-performing teams.
• Strong strategic thinking and decision-making skills, with the ability to manage escalations and drive effective outcomes.
• Demonstrated success in leading change management initiatives and driving organizational transformation.
• Highly collaborative, with the ability to partner effectively across cross-functional teams.
• Exceptional communication (both verbal and written) and interpersonal skills.
• Advanced proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite, and a (high level of competency in Excel).
• Strong decision making-skills and ability to handle escalated client issues effectively.
• Demonstrated ability to manage and develop high-performing teams.
• Excellent team player.
• Demonstrates a strong work ethic with consistent ability to take full ownership of projects and carrying through to completion.
• Excellent analytical and organizational skills, with keen attention to detail in fast-paced, multi-tasking environments.

Pay Information

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $94,000-$130,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

Physical Requirements

This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.
• Corient is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.