Client Service Specialist II

About Corient

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. 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.

About The Role

Corient is seeking a Client Service Specialist II. The responsibilities will include:

• Serve as the primary administrative point of contact for ingesting, organizing, and prioritizing client requests
• Coordinate effectively between clients, advisors, and internal support teams to execute and track all client deliverables
• Maintain consistent, professional communication with clients, addressing day-to-day needs with responsiveness and attention to detail
• Perform a wide range of administrative functions, including documentation processing, account maintenance, and workflow coordination
• Utilize strong organizational skills to manage multiple client requests, deadlines, and follow-ups with accuracy and efficiency
• Schedule and coordinate meetings between clients and advisory teams, managing calendars and logistics
• Utilize Salesforce to enter, monitor, and update client and advisor requests, ensuring accurate tracking and timely completion
• Retrieve, organize, and distribute client documents such as statements, tax forms, and reports in a secure and timely manner
• Generate and organize portfolio reports to support client communications and advisory decision-making
• Support data entry and maintenance for client prospecting and pipeline management
• Complete required paperwork and assist with opening and maintaining client accounts
• Contribute to a collaborative team environment, partnering with colleagues to improve processes and deliver seamless client service

Qualifications & Requirements

• Bachelor’s degree from an accredited institution or equivalent experience
• 3–5 years of relevant experience in client service, administrative support, or operations
• Demonstrated strong administrative capabilities and organizational proficiency in managing workflows and documentation
• Experience with Salesforce, portfolio accounting systems, DocuSign, and Microsoft Office Suite (or ability to learn quickly)
• Proven ability to handle multiple priorities while maintaining accuracy and attention to detail
• Excellent verbal, written, and interpersonal communication skills
• Strong client service orientation with the ability to anticipate needs and follow through effectively
• Ability to work both independently and collaboratively within a team environment
• High level of professionalism, discretion, and confidentiality in handling sensitive client information

Core Competencies

• Administrative Excellence
• Organizational & Time Management Skills
• Team Collaboration
• Service Orientation
• Communication
• Responsiveness
• Attention to Detail
• Ownership & Follow-Through