Client Service Specialist I

Responsibilities

• Support the advisory teams by administering client data gathering, paperwork preparation and monitoring, and ongoing administrative support.
• Execute client funds transfers via custodian systems.
• Maintain CRM (Client Relationship Management) system with client information, tasks, workflows, etc.
• Facilitate account transfers with timely communication regarding status updates to advisory team.
• Main point of contact with custodian and firm's technology service teams.
• Interact with other departments, including Alternative Investments, as back office support.
• Coordinate with clients’ other advisors as needed (CPAs, attorneys, etc.).
• Provide general office support as needed.
• Perform other administrative duties as needed.

Requirements

• A Bachelor’s Degree (BA/BS) required.
• One to three years of customer service background preferred.
• Enjoy being part of a team and capable of adapting to change in a fast-paced environment.
• Excellent verbal, written, analytical, and organizational skills.
• Community service driven and charitably minded.
• Strong sense of ethics and confidentiality with all matters in relation to the firm.
• Proficiency with MS Word, Excel, PowerPoint, and Outlook.

Pay

Pay Information: This position is non-exempt and is paid according to the laws of the State of Ohio. The pay range for this position is $25.50 - $32.00 per hour. 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. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• 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 will require proof of work authorization.
• 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 must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.