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 supporting the people, causes, and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.

Responsibilities

• Serve as central point of contact for ingesting client requests
• Coordinate between client, advisor, and additional support teams to execute and track against 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 and track completion
• Retrieve and distribute client statements, tax documents, or other reports
• Generate portfolio reports
• Complete required paperwork
• Open accounts for existing clients

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
• Enjoy being part of a team
• Must be 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. This range reflects factors such as experience, skills, knowledge, abilities, education, licensure, and business needs. Offers are determined based on final candidate qualifications and experience.

Schedule

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

Physical Requirements

• Work in an office environment, including prolonged periods of sitting at a desk and working on a computer
• Ability to lift up to 15 pounds

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

U.S. 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 apply for skill shortages)
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, including post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure

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 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 community giving