Client Service Manager

Corient Services LLC; Boston (MA); Sur place; USD 108 000 - 135 000; Plein temps

Avantages offerts par ce poste

401(k) matching

Medical plan options

Dental/Vision/Life/AD&D

Short/Long-term disability

Paid maternity & parental leave

FSA options

Dependent Care FSA

Commuter & Transit FSA

Training reimbursement

Professional designations

Volunteer days

Résumé du poste

Corient Services LLC in Boston is seeking a seasoned Salesforce Administrator and people-leader to streamline business processes and drive efficiency across offices. You will manage a team of 4 direct reports with dotted-line support for 15+ colleagues and partner with Advisors and Partners to implement improvements.

The role requires 5-7 years of professional experience, strong communication, and the ability to travel quarterly to OH, IN, and Western PA; you will work onsite 4 days per week in

Qualifications

• Bachelor’s degree from an accredited institution.
• 5-7 years of professional experience.
• 3-5 years of experience managing teams.
• Experience with Salesforce, DocuSign, Microsoft Suite, and portfolio accounting software.
• Strong communication, organization, and problem-solving skills.

Responsabilités

• Create and implement business processes to improve efficiency and consistency across offices
• Lead a team of 4 direct reports and provide dotted-line support to 15+ team members
• Respond quickly and effectively to client or advisor issues, ensuring timely resolution
• Generate and analyze business metrics using Salesforce to support decision-making
• Serve as the regional Salesforce administrator and trainer, helping teams use the platform effectively
• Manage business configurations and support special projects as needed
• Meet regularly with Advisors, Managing Partners, and Team Leads to understand needs and drive improvements

Connaissances

Salesforce experience

DocuSign

Microsoft Suite

Portfolio accounting software

Communication

Organization

Problem-solving

Travel willingness

Formation

Bachelor’s degree

Outils

Salesforce

DocuSign

Microsoft Office

Portfolio accounting software

Description du poste

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities

• Create and implement business processes to improve efficiency and consistency across offices
• Lead a team of 4 direct reports and provide dotted-line support to 15+ team members
• Respond quickly and effectively to client or advisor issues, ensuring timely resolution
• Generate and analyze business metrics using Salesforce to support decision-making
• Serve as the regional Salesforce administrator and trainer, helping teams use the platform effectively
• Manage business configurations and support special projects as needed
• Meet regularly with Advisors, Managing Partners, and Team Leads to understand needs and drive improvements

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 business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Qualifications & Requirements

• Bachelor’s degree from an accredited institution
• 5-7 years of professional experience
• 3-5 years of experience managing teams
• Experience with Salesforce, DocuSign, Microsoft Suite, and portfolio accounting software (or ability to learn quickly)
• Strong communication, organization, and problem-solving skills
• A customer service mindset and a collaborative, team-first attitude
• Willingness to travel quarterly to OH, IN, and Western PA
• High level of professionalism, confidentiality, and attention to detail

Pay Information

This position is exempt and is paid according to the laws of the State of Massachusetts. The pay range for this position is $108,000 - 135,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

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. This position may require the ability to lift up to 15 pounds. This position is 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. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization. Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid 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
• Giving back to the community - Volunteer days

Equal Opportunity

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. 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 business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses. At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.