Client Service Specialist II
Corient · New York, New York, United States · 2 wk ago
Customer Service$70k–$90k/yrFull-time
Responsibilities
- Serve as central point of contact for ingesting client requests
- Coordinate between client, advisor, and additional support teams to execute & track against client requests
- Communicate with clients daily, addressing their day-today needs in an articulate and professional manner
- Support data input for client prospecting
- Schedule meetings between advisory team & 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, Microsoft Suite (competency or ability to learn quickly)
- Customer service background preferred
- Excellent verbal, written, analytical, and organizational skills
- Able 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
Physical Requirements
- 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
- Required to work onsite 4 days per week
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