Client Service Specialist II
Corient · Chicago, IL · 1 wk ago
Customer Service$60k–$85k/yrFull-time
Responsibilities
- Serve as central point of contact for ingesting client requests
- Cook up coordination between client, advisor, and additional support teams to execute & track against client requests
- Chat 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 or equivalent experience
- Minimum of 1-3 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