Client Service Specialist II

Responsibilities

• Manage end-to-end process of onboarding new clients, from straightforward to the most complex.
• Prepare custodial paperwork to facilitate initial account investment, establish accounts with custodian, and reconcile holdings and cost basis on new and transferred accounts.
• Provide superior internal and external client service by anticipating client needs, managing expectations, and delivering quality product in a timely manner.
• Train, mentor, and assist with other team members' questions.
• Develop and enhance skill sets to support additional areas of expertise, including Digital Concierge, technology tools, cost basis expert, financial planning.
• Maintain client accounts, records, and systems in accordance with firm standards.
• Research and resolve client inquiries, including the most complex, in a timely manner.
• Review daily reports and alerts to ensure data integrity.
• Develop and maintain procedures and training materials.
• Education clients on account services and capabilities, participate in client meetings, including review of account materials for signature and digital concierge.
• Participate in monthly, quarterly, and annual reporting processes.
• Perform other duties and projects as assigned.

Qualifications And Requirements

• Bachelor's degree (BA/BS) required.
• Minimum two (2) years’ work experience in Financial Services; working knowledge of operations in a Registered Investment Adviser (RIA) firm preferred.
• Experience utilizing Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, and Salesforce CRM, a plus.
• Excellent written and oral communication skills required, including spelling, grammar, punctuation, and business writing.
• Proficient in all MS Office applications, particularly Word, Excel, and Outlook.
• Professional, personable, tactful, efficient, and self-motivated.
• Collaborative, creative, team player, and problem-solver.
• Strong interpersonal skills and sense of teamwork valued.
• Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required.
• Strong written and verbal communications skills.

Pay Information

Paid according to the laws of the State of Washington. The pay range for this position is $68,640-$85,800.

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 requires 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.
• Corient is an equal opportunity employer.