Client Service Specialist I

ci; Boston (MA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) Matching

Medical Plan options

Dental, Vision & Life Insurance

AD&D Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

Health Savings Account

Flexible Spending Accounts

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Professional Designations

Volunteer days

Job summary

Corient is seeking a Client Services Associate to support high‑net‑worth clients within a boutique wealth management environment. You will liaise between clients, advisors, and support teams to process requests, generate portfolio reports, and ensure accurate data entry in Salesforce.

The role requires a Bachelor’s degree, 1–3 years’ experience, and proficiency with Salesforce, portfolio accounting software, and MS Office. This onsite position offers comprehensive benefits and growth opportunity.

Qualifications

• Bachelor's degree from an accredited institution or equivalent experience.
• 1–3 years' experience in client service or wealth management preferred.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite.
• Customer service background preferred.
• Excellent verbal, written, analytical, and organizational skills.

Responsibilities

• Serve as central point of contact for ingesting client requests.
• Coordinate between client, advisor, and support teams to execute and track requests.
• Communicate with clients daily in a professional manner.
• Support data input for client prospecting and schedule meetings.
• Input client/advisor requests into Salesforce and track completion.
• Retrieve and distribute client statements, tax documents, or reports.
• Generate portfolio reports and complete required paperwork.
• Open accounts for existing clients.

Education

Bachelor's degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office

Job description

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

• Serve as central point of contact for ingesting client requests


• Coordinate between client, advisor, and additional support teams to execute & track against client requests


• Communicate 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 report


• 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


• Ability 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

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.

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

Corient is the world's largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry's only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to