Client Service Lead

Corient Services LLC; Morristown (TN); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

401(k) matching

Medical plan options

Employer-paid dental, vision & life

Disability insurance

Paid maternity & parental leave

FSAs & health savings accounts

Commuter benefits

Discount program

Training reimbursement

Paid professional designations

Volunteer days

Job summary

Corient Services LLC seeks a senior client services leader to guide a team of associates in delivering consistent, high‑quality client service. You will coordinate with clients, advisors, and internal and third parties to manage operations and drive improvements across workflows.

The role requires strong execution skills, strategic thinking, and the ability to manage escalations within financial services. Onsite work is expected, with a comprehensive benefits package.

Qualifications

• Bachelor's degree required; minimum of 5 years in financial services; at least 3 years in a leadership role.
• Must lead, develop, and inspire high‑performing teams; strong strategic thinking and decision‑making.
• Excellent communication and collaboration across cross‑functional teams; able to manage escalations.

Responsibilities

• Lead and oversee a team of Client Service Associates to ensure collaboration, accountability, and continuous improvement.
• Oversee all operational and administrative activities supporting client relationships across clients, advisors, and internal teams.
• Monitor status, progress, and quality of client activities to ensure execution, excellence, and satisfaction.

Skills

Leadership

Change management

Collaboration

Communication

Analytical skills

Ownership

Attention to detail

Education

Bachelor's degree

Tools

Salesforce

Microsoft Excel

Job description

Responsibilities

Lead and oversee a team of Client Service Associates, fostering a culture of collaboration, accountability, and continuous improvement. Partner across clients, advisors, and other internal teams and 3rd parties to oversee all operational and administrative activities required to support client relationships. Monitor the status, progress, and quality of all client‑related activities to ensure consistent execution, operational excellence, and client satisfaction. Ensure quality, timeliness, and consistency of team’s work, and maintain accountability for team’s output. Manage workload distribution, set priorities, and monitor performance metrics for team members. Lead team‑level process improvements by implementing changes that enhance consistency, efficiency, and overall service delivery. Coach and develop junior team members by providing structured guidance, ongoing feedback, and targeted training. Operate within any applicable client systems (e.g., Salesforce, Addepar, etc.), ensuring all client data is complete, accurate, and up to date. Ensure ongoing adherence to firm policies, procedures, and compliance standards, as well as any applicable legal and regulatory guidelines. Proactively seek out and pursue opportunities to drive improved client and business outcomes, in partnership with firm leadership.

Qualifications & Requirements

A bachelor’s degree; minimum 5 years of experience in financial services, with at least 3 years in a leadership or supervisory capacity. Proven ability to lead, develop, and inspire high‑performing teams. Strong strategic thinking and decision‑making skills, with the ability to manage escalations and drive effective outcomes. Demonstrated success in leading change management initiatives and driving organizational transformation. Highly collaborative with the ability to partner effectively across cross‑functional teams. Exceptional communication (both verbal and written) and interpersonal skills. Advanced proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite, especially Excel. Strong decision‑making skills and ability to handle escalated client issues effectively. Demonstrated ability to manage and develop high‑performing teams. Excellent team player. Demonstrates a strong work ethic with consistent ability to take full ownership of projects and carry them through to completion. Excellent analytical and organizational skills with keen attention to detail in fast‑paced, multi‑tasking environments.

Pay Information

Exempt position; paid according to the laws of the State of New Jersey. Pay range $90,000 – $125,000 USD per year.

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. Position requires onsite work 4 days per week.

U.S. Eligibility Requirements

Must be 18 years of age or older and have unrestricted work authorization to work in the United States. U.S. employment opportunities are for U.S. citizens or permanent residents. Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement.

Benefits

401(k) plan with employer matching. Four medical plan options generously subsidized, employer‑paid dental, vision & life insurance, short‑term & long‑term disability, paid maternity & parental leave, flexible spending accounts & health savings accounts, dependent care FSA, commuter & transit FSA, corporate discount program, training reimbursement, paid professional designations, and volunteer days.

Equal Opportunity Employment

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information, or any other basis prohibited by law.