Senior Client Service Specialist

Responsibilities

• Manage the complete client life cycle for assigned relationships.
• Cultivate & maintain strong relationships with clients, colleagues & external partners.
• Prepare and process client onboarding documentation.
• Facilitate money movements, transfers of assets, charitable contributions and RMDs with high level of accuracy.
• Monitor cash & account activity, custodian alerts and confirm completion of submitted requests.
• Prepare for and attend client meetings as necessary, manage follow-up and documentation.
• Monitor external alternative investments; complete subscription agreements, process & track capital calls/distributions.
• Provide quarterly overview of billing calculations using provided comparisons.
• Proactively communicate with and anticipate the unique needs of your clients.
• Create & maintain formula-based analytics using Excel.
• Manage special projects and life events based on client requests.

Qualifications & Requirements

• A bachelor’s degree
• Minimum of five years of experience at an RIA or similar financial services company
• Proficiency in Salesforce or similar CRM system
• Proficiency in Microsoft Office, with a high level of competency in Excel
• Complete integrity with an uncompromised reputation
• An excellent team player who enjoys collaboration but also works well individually
• A strong work ethic
• Strong verbal and written communication skills
• Excellent analytical and organizational skills
• The ability to remain detail-oriented while multi-tasking and working at a fast pace
• The ability to take ownership of projects and carry them through to completion

Pay

This position is exempt and is paid according to the laws of the State of New Jersey. The pay range for this position is $80,000-$100,000 USD per year.

Physical Requirements

This position 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. 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