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, offering a role that values ambition and empowers growth.

Responsibilities

• Manage the end-to-end process of onboarding new clients, from straightforward to complex cases.
• Prepare custodial paperwork, establish accounts with custodians, and reconcile holdings and cost basis on new and transferred accounts.
• Provide superior internal and external client service by anticipating needs, managing expectations, and delivering quality products on time.
• Train, mentor, and assist team members with questions.
• Develop skill sets in areas such as Digital Concierge, technology tools, cost basis expertise, and financial planning.
• Maintain client accounts, records, and systems in accordance with firm standards.
• Perform daily reconciliation of the internal accounting system with custodians.
• Research and resolve client inquiries, including complex issues, in a timely manner.
• Review daily reports and alerts to ensure data integrity.
• Develop and maintain procedures and training materials.
• Educate clients on account services and capabilities, and participate in client meetings.
• Participate in monthly, quarterly, and annual reporting processes.
• Handle other duties and projects as assigned.

Qualifications and Requirements

• BA/BS degree required.
• Minimum two (2) years’ work experience in Financial Services; RIA firm operations experience preferred.
• Experience with Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, and Salesforce CRM is a plus.
• Excellent written and oral communication skills, including spelling, grammar, punctuation, and business writing.
• Proficiency in MS Office applications, particularly Word, Excel, and Outlook.
• Professional, personable, tactful, efficient, and self-motivated.
• Collaborative, creative, team player, and problem-solver.
• Strong interpersonal and organizational skills, with attention to detail and accuracy.

Pay

The pay range for this position is $68,640-$85,800, in accordance with the laws of the State of Washington. Salary offers are determined based on final candidate qualifications and experience.

Schedule

This position requires working 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 & 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
• Volunteer days for community giving

Corient is an equal opportunity employer committed to a safe, healthy, and respectful environment for all employees. We value diversity and utilize the abilities of our entire team to achieve success.