Client Service Specialist II

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 enjoy a full life while preserving their wealth for future generations and providing for the people, causes, and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.

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 skill sets to support additional areas of expertise, including Digital Concierge, technology tools, cost basis expert, and financial planning.
• Maintain client accounts, records, and systems in accordance with firm standards.
• Perform daily reconciliation of internal accounting system with custodians.
• 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.
• Educate 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.
• Other duties and projects, as assigned.

Requirements

• BA/BS degree 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.

Pay

This position is exempt and is paid according to the laws of the State of California. The pay range for this position is $69,550–$90,325. This range takes into account factors such as experience, skills, knowledge, abilities, education, licensure, and certifications, as well as business and organizational needs.

Schedule

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

Physical Requirements

• 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.
• May require the ability to lift up to 15 pounds.

Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

Benefits

• 401(k) Plan with Employer Matching
• Four generously subsidized 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
• Volunteer days to give back to the community

Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States. Corient hires U.S. citizens or permanent residents. Exceptions may be made based on shortage of qualified candidates with a particular skill.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which includes post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.