Client Service Specialist II
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Preserve all substantive info. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Include a section ONLY when posting has real, specific content for it — never emit heading followed by filler/placeholder text. Prefer few substantive sections over many thin ones.
We need to parse the posting.
Content:
- Intro paragraph: "Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you."
- Key Responsibilities: bullet list (but not bullet in text). Let's extract responsibilities:
Serve as central point of contact for ingesting client requests
Coordinate between client, advisor, and additional support teams to execute & track against client requests
Take prompt effective action to address client needs
Demonstrate a proactive and action-oriented approach to handling challenging client requests
Support/data input for client prospecting
Schedule meetings between advisory team & clients
Input client and advisor requests into Salesforce, track completion
Retrieve and distribute client statements, tax documents, or other reports
Generate portfolio reports
Communicate with clients daily addressing their day-to-day needs in an articulate and professional manner
Complete required paperwork
Open accounts for existing clients
Understand firm's wealth management process.
- Required Qualifications And Skills: list:
Bachelor's degree from an accredited institution
Minimum of 5 years’ experience
Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)
Customer service background preferred
Excellent verbal, written, analytical, and organizational skills
Ability to identify, meet and follow through with client needs and request
Must be a goal-oriented team player with a ‘no job is beneath me’ attitude
Community service driven and charitably minded
Able to work independently
Enjoy being part of a team
Must be highly flexible and confidential with all client and firm matters
- Pay Information: "This position is exempt and is paid according to the laws of the State of Colorado. The pay range for this position is $60,000 - 85,000 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."
We need Pay section only if posting actually states them. Yes, they gave pay range. So we can include Pay section with that info. Should we include the extra explanation? Probably yes, preserve all substantive info. But we should avoid filler like "We are required to provide a reasonable estimate..." It's still substantive. Keep.
- 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."
We could include Schedule? They gave onsite 4 days per week. That's schedule info. Also maybe we could include a Schedule section if they gave specifics. They gave "required to work onsite 4 days per week." That's schedule. So we can include Schedule section with that detail. Also physical requirements maybe could be part of Requirements? But we have separate sections: Requirements, Qualifications, Skills. The posting lumps qualifications and skills together. We could split into Requirements (maybe experience, education) and Skills (technical, soft). But we need to avoid thin sections. Perhaps combine into one "Qualifications and Skills" section. The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We can choose which to include. We have About the role (intro). Responsibilities (list). Qualifications and Skills (combined). Benefits (list). Pay (info). Schedule (onsite 4 days per week). Physical requirements maybe could be part of Requirements or Schedule? Could be part of Requirements (physical ability). But we already have Qualifications and Skills; maybe we add a Requirements section for physical requirements? However we want few substantive sections. Could incorporate physical requirements into Schedule or Qualifications? Probably better to have a Requirements section for physical requirements (lift up to 15 pounds, office environment, accommodations). But we also have education/experience etc. Might be better to split: Requirements (education, experience, physical) and Skills (technical, soft). But that creates two sections. The instruction says prefer a few substantive sections over many thin ones. So maybe combine all qualifications/skills/requirements into one section called "Qualifications". But they gave example headings including Requirements, Qualifications, Skills. We can choose to use only Qualifications (or Requirements) and not duplicate. Let's decide: Use "Qualifications" heading to cover education, experience, technical skills, soft skills, physical requirements, schedule? But schedule is separate. Pay separate. Benefits separate. About the role separate. Responsibilities separate.
Thus sections: About the role (intro paragraph), Responsibilities (list), Qualifications (combined education, experience, skills, physical requirements), Benefits (list), Pay (info), Schedule (onsite 4 days per week). That seems reasonable.
Now we need to strip boilerplate: The repeated paragraph about position description general overview etc appears twice; we should keep only once? The instruction: remove duplicated lines. So we should keep only one instance of that generic statement. Also remove EEO etc. Also remove "U.S. Eligibility Requirements" etc (that's boilerplate legal). Also remove "Physical Requirements" maybe we keep as part of Qualifications. But we need to preserve substantive info: physical capabilities, lift up to 15 pounds, onsite 4 days per week (schedule). Also "Corient seeks to make reasonable accommodations..." that's substantive? It's about accommodations; could keep. Also "Must be 18 years of age or older. Must have unrestricted work authorization..." that's legal eligibility; likely boilerplate to remove. Also "Corient participates in E-Verify..." etc remove. Also "Must be willing to execute Corient’s Employee Agreement..." remove. Also "What You Can Expect From Us" section includes benefits list; we need to keep benefits. That section includes list of benefits: 401(k) Plan with Employer Matching, Four Medical Plan options..., Employer paid Dental, Vision & Life and AD&D Insurance, Employer paid Short-term & Long-term Disability, Paid Maternity & Parental Leave, Flexible Spending Accounts & Health Savings Accounts, Dependent Care FSA, Commuter & Transit FSA, Corporate Discount Program - Perkspot, Training Reimbursement, Paid Professional Designations, Giving back to the community - Volunteer days. We'll keep that as Benefits list.
Also the paragraph about Corient being world’s largest multi-family office etc is substantive? It's about company description; could be part of About the role? Already we have intro about mission. Could keep as part of About the role? Might be redundant but we can include as part of About the role (maybe second paragraph). However we should avoid duplication. The intro already mentions mission. The later paragraph about Corient being world’s largest multi-family office etc is additional info about company. Could be considered substantive; we could include in About the role as extra paragraph. But we need to avoid boilerplate; this is not boilerplate. So we can keep.
Also the sentence "Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities." That's also substantive about culture; could be part of About the role or maybe separate? Could be part of About the role.
We need to ensure we don't include filler like "commensurate with experience". Not present.
Now produce HTML.
Structure:
About the role
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
Responsibilities
- Serve as central point of contact for ingesting client requests
- Coordinate between client, advisor, and additional support teams to execute & track against client requests
- Take prompt effective action to address client needs
- Demonstrate a proactive and action-oriented approach to handling challenging client requests
- Support/data input for client prospecting
- Schedule meetings between advisory team & clients
- Input client and advisor requests into Salesforce, track completion
- Retrieve and distribute client statements, tax documents, or other reports
- Generate portfolio reports
- Communicate with clients daily addressing their day-to-day needs in an articulate and professional manner
- Complete required paperwork
- Open accounts for existing clients
- Understand firm's wealth management process
Qualifications
- Bachelor's degree from an accredited institution
- Minimum of 5 years’ experience
- Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)
- Customer service background preferred
- Excellent verbal, written, analytical, and organizational skills
- Ability to identify, meet and follow through with client needs and request
- Must be a goal-oriented team player with a ‘no job is beneath me’ attitude
- Community service driven and charitably minded
- Able to
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Preserve all substantive info. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Include a section ONLY when posting has real, specific content for it — never emit heading followed by filler/placeholder text. Prefer few substantive sections over many thin ones. We need to parse the posting. Content: - Intro paragraph: "Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you." - Key Responsibilities: bullet list (but not bullet in text). Let's extract responsibilities: Serve as central point of contact for ingesting client requests Coordinate between client, advisor, and additional support teams to execute & track against client requests Take prompt effective action to address client needs Demonstrate a proactive and action-oriented approach to handling challenging client requests Support/data input for client prospecting Schedule meetings between advisory team & clients Input client and advisor requests into Salesforce, track completion Retrieve and distribute client statements, tax documents, or other reports Generate portfolio reports Communicate with clients daily addressing their day-to-day needs in an articulate and professional manner Complete required paperwork Open accounts for existing clients Understand firm's wealth management process. - Required Qualifications And Skills: list: Bachelor's degree from an accredited institution Minimum of 5 years’ experience Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly) Customer service background preferred Excellent verbal, written, analytical, and organizational skills Ability to identify, meet and follow through with client needs and request Must be a goal-oriented team player with a ‘no job is beneath me’ attitude Community service driven and charitably minded Able to work independently Enjoy being part of a team Must be highly flexible and confidential with all client and firm matters - Pay Information: "This position is exempt and is paid according to the laws of the State of Colorado. The pay range for this position is $60,000 - 85,000 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." We need Pay section only if posting actually states them. Yes, they gave pay range. So we can include Pay section with that info. Should we include the extra explanation? Probably yes, preserve all substantive info. But we should avoid filler like "We are required to provide a reasonable estimate..." It's still substantive. Keep. - 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." We could include Schedule? They gave onsite 4 days per week. That's schedule info. Also maybe we could include a Schedule section if they gave specifics. They gave "required to work onsite 4 days per week." That's schedule. So we can include Schedule section with that detail. Also physical requirements maybe could be part of Requirements? But we have separate sections: Requirements, Qualifications, Skills. The posting lumps qualifications and skills together. We could split into Requirements (maybe experience, education) and Skills (technical, soft). But we need to avoid thin sections. Perhaps combine into one "Qualifications and Skills" section. The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We can choose which to include. We have About the role (intro). Responsibilities (list). Qualifications and Skills (combined). Benefits (list). Pay (info). Schedule (onsite 4 days per week). Physical requirements maybe could be part of Requirements or Schedule? Could be part of Requirements (physical ability). But we already have Qualifications and Skills; maybe we add a Requirements section for physical requirements? However we want few substantive sections. Could incorporate physical requirements into Schedule or Qualifications? Probably better to have a Requirements section for physical requirements (lift up to 15 pounds, office environment, accommodations). But we also have education/experience etc. Might be better to split: Requirements (education, experience, physical) and Skills (technical, soft). But that creates two sections. The instruction says prefer a few substantive sections over many thin ones. So maybe combine all qualifications/skills/requirements into one section called "Qualifications". But they gave example headings including Requirements, Qualifications, Skills. We can choose to use only Qualifications (or Requirements) and not duplicate. Let's decide: Use "Qualifications" heading to cover education, experience, technical skills, soft skills, physical requirements, schedule? But schedule is separate. Pay separate. Benefits separate. About the role separate. Responsibilities separate. Thus sections: About the role (intro paragraph), Responsibilities (list), Qualifications (combined education, experience, skills, physical requirements), Benefits (list), Pay (info), Schedule (onsite 4 days per week). That seems reasonable. Now we need to strip boilerplate: The repeated paragraph about position description general overview etc appears twice; we should keep only once? The instruction: remove duplicated lines. So we should keep only one instance of that generic statement. Also remove EEO etc. Also remove "U.S. Eligibility Requirements" etc (that's boilerplate legal). Also remove "Physical Requirements" maybe we keep as part of Qualifications. But we need to preserve substantive info: physical capabilities, lift up to 15 pounds, onsite 4 days per week (schedule). Also "Corient seeks to make reasonable accommodations..." that's substantive? It's about accommodations; could keep. Also "Must be 18 years of age or older. Must have unrestricted work authorization..." that's legal eligibility; likely boilerplate to remove. Also "Corient participates in E-Verify..." etc remove. Also "Must be willing to execute Corient’s Employee Agreement..." remove. Also "What You Can Expect From Us" section includes benefits list; we need to keep benefits. That section includes list of benefits: 401(k) Plan with Employer Matching, Four Medical Plan options..., Employer paid Dental, Vision & Life and AD&D Insurance, Employer paid Short-term & Long-term Disability, Paid Maternity & Parental Leave, Flexible Spending Accounts & Health Savings Accounts, Dependent Care FSA, Commuter & Transit FSA, Corporate Discount Program - Perkspot, Training Reimbursement, Paid Professional Designations, Giving back to the community - Volunteer days. We'll keep that as Benefits list. Also the paragraph about Corient being world’s largest multi-family office etc is substantive? It's about company description; could be part of About the role? Already we have intro about mission. Could keep as part of About the role? Might be redundant but we can include as part of About the role (maybe second paragraph). However we should avoid duplication. The intro already mentions mission. The later paragraph about Corient being world’s largest multi-family office etc is additional info about company. Could be considered substantive; we could include in About the role as extra paragraph. But we need to avoid boilerplate; this is not boilerplate. So we can keep. Also the sentence "Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities." That's also substantive about culture; could be part of About the role or maybe separate? Could be part of About the role. We need to ensure we don't include filler like "commensurate with experience". Not present. Now produce HTML. Structure:
About the role
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
Responsibilities
- Serve as central point of contact for ingesting client requests
- Coordinate between client, advisor, and additional support teams to execute & track against client requests
- Take prompt effective action to address client needs
- Demonstrate a proactive and action-oriented approach to handling challenging client requests
- Support/data input for client prospecting
- Schedule meetings between advisory team & clients
- Input client and advisor requests into Salesforce, track completion
- Retrieve and distribute client statements, tax documents, or other reports
- Generate portfolio reports
- Communicate with clients daily addressing their day-to-day needs in an articulate and professional manner
- Complete required paperwork
- Open accounts for existing clients
- Understand firm's wealth management process
Qualifications
- Bachelor's degree from an accredited institution
- Minimum of 5 years’ experience
- Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)
- Customer service background preferred
- Excellent verbal, written, analytical, and organizational skills
- Ability to identify, meet and follow through with client needs and request
- Must be a goal-oriented team player with a ‘no job is beneath me’ attitude
- Community service driven and charitably minded
- Able to