Client Service Specialist II

About the Role

At Corient, we help high- and ultra-high-net-worth individuals and families preserve their wealth for future generations and support the people, causes, and communities they care about. We are seeking a talented and motivated individual to join our team, serving as a central point of contact for client requests and coordinating between clients, advisors, and support teams.

Responsibilities

• Serve as central point of contact for ingesting client requests
• Coordinate between client, advisor, and additional support teams to execute and track client requests
• Communicate with clients daily, addressing their day-to-day needs in an articulate and professional manner
• Support data input for client prospecting
• Schedule meetings between advisory team and clients
• Input client and advisor requests into Salesforce, track completion
• Retrieve and distribute client statements, tax documents, or other reports
• Generate portfolio reports
• Complete required paperwork
• Open accounts for existing clients

Qualifications & Requirements

• Bachelor's degree from an accredited institution
• Minimum of 3-5 years' experience
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, and 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 requests
• Able to work independently and as part of a team
• Highly flexible and confidential with all client and firm matters

Competencies

• Detail orientation
• Service orientation
• Action orientation
• Communication
• Responsiveness
• Follow-through

Pay

The pay range for this position is $70,000 - $90,000.

Schedule

This position is required to work onsite 4 days per week.

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options generously subsidized by Corient
• Employer-paid Dental, Vision, Life, and AD&D Insurance
• Employer-paid Short-term and Long-term Disability
• Paid Maternity and Parental Leave
• Flexible Spending Accounts and Health Savings Accounts
• Dependent Care FSA
• Commuter and Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Volunteer days for giving back to the community

Corient is an equal opportunity employer committed to a diverse and inclusive workforce.