Client Service Lead

Corient Services LLC; New York (NY); On-site; USD 94,000 - 130,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan

Employer paid Dental, Vision & Life Insurance

Training Reimbursement

Paid Professional Designations

Job summary

Corient Services LLC is looking for a qualified individual to lead a team of Client Service Associates in New York. This role involves overseeing operations that support client relationships, ensuring consistent execution, operational excellence, and overall satisfaction.

The ideal candidate should have a Bachelor’s degree, at least 5 years of experience in financial services, and proven leadership skills. Strong communication and strategic thinking abilities are critical for this position. The salary range for this role is $94,000–$130,000 USD annually.

Qualifications

• Minimum 5 years of experience in financial services, with at least 3 years in a leadership role.
• Proven ability to lead and inspire high-performing teams.
• Exceptional verbal and written communication skills.

Responsibilities

• Lead and supervise a team of Client Service Associates.
• Monitor progress and quality of client-related activities.
• Ensure adherence to compliance standards and guidelines.

Skills

Leadership

Strategic thinking

Collaboration

Communication skills

Analytical skills

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office Suite

Job description

Role Overview

This role leads a team of Client Service Associates, overseeing operational and administrative activities that support client relationships and ensuring consistent execution, operational excellence, and client satisfaction.

Responsibilities

• Lead and supervise a team of Client Service Associates, fostering a culture of collaboration, accountability, and continuous improvement.
• Partner across clients, advisors, and internal teams to oversee all operational and administrative activities required to support client relationships.
• Monitor status, progress, and quality of all client‑related activities to ensure consistent execution and client satisfaction.
• Ensure quality, timeliness, and consistency of the team's work, maintaining accountability for the 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 applicable client systems (e.g., Salesforce, Addepar, etc.), ensuring all client data is complete, accurate, and up to date.
• Ensure adherence to firm policies, procedures, compliance standards, and applicable legal and regulatory guidelines.
• Proactively seek opportunities to drive improved client and business outcomes in partnership with firm leadership.

Qualifications & Requirements

• 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 organizational transformation.
• Highly collaborative, with the ability to partner effectively across cross‑functional teams.
• Exceptional verbal and written communication and interpersonal skills.
• Advanced proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite, with strong Excel competency.
• Excellent analytical, organizational, and multitasking skills, with keen attention to detail.
• Strong work ethic, ownership of projects, and ability to carry initiatives through to completion.

General Statement

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of the business changes, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Pay Information

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $94,000–$130,000 USD per year.

Physical Requirements

Requires the physical capabilities to work in an office environment, including prolonged periods of sitting at a desk and working on a computer. The position may require the ability to lift up to 15 pounds. The position requires onsite work 4 days per week.

Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• U.S. employment opportunities: 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
• Medical Plan options (generously subsidized)
• Employer paid Dental, Vision & Life and AD&D 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 – Perkspot
• Training Reimbursement
• Paid Professional Designations
• Volunteer days

EEO Statement

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.