Client Service Specialist II

Join a team that values your ambition and empowers your growth. At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.

About the role

We are always looking for talented and motivated individuals to join our team. In this role, you will work closely with a senior relationship manager to handle administrative and operational client requests, serving as the primary contact for day-to-day inquiries.

Responsibilities

• Work closely with senior relationship manager on all client requests of an administrative or operational nature, including client contact as directed
• Serve as the contact person for day-to-day requests or questions from clients
• Complete sub-docs and wires per client instruction
• Book various client directives and investment transactions into the Black Diamond and/or CRM system (e.g., upcoming capital calls, wire transfer payouts)
• Assist with reporting and reconciliation as needed
• Fulfill internal requests as designated by relationship managers (e.g., client-specific projects)
• File and complete paperwork for insurance, trust, estate, and other issues as designated by the relationship manager
• Assist with household requests (e.g., bill pay, ad-hoc client-specific household situations)
• Assist with tax preparation and work with accountants to provide all tax information for clients as needed

Requirements

• Bachelor’s degree preferred (finance or business a plus)
• 5–7 years' experience, preferably in the wealth management business
• High level of attention to detail
• Responsiveness and timeliness are critical
• Excel and spreadsheet proficiency
• Familiarity with Black Diamond, Salesforce, and Wealthscape is a plus

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
• 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

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

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