Client Service Specialist I

Corient; Chicago (IL); On-site; USD 39,000 - 55,000; Full time

Job summary

Corient is seeking a Client Service Specialist I to provide essential support to advisory teams, ensuring client data management and smooth operation of administrative duties. The ideal candidate will possess a BA/BS degree and a preferred background in customer service, showcasing strong organizational and communication skills. Join a dynamic team focused on providing personalized wealth management solutions. This full-time role requires onsite presence four days a week in Chicago.

Benefits

401(k) Plan with Employer Matching

Generously subsidized Medical Plan options

Employer paid Dental and Vision Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts

Qualifications

• BA/BS degree required.
• 5+ years of customer service background preferred.
• Excellent verbal, written, analytical, and organizational skills.

Responsibilities

• Support advisory teams by administering client data and ongoing administrative support.
• Maintain CRM system with client information and tasks.
• Execute client funds transfers and coordinate account transfers.

Skills

Communication

Organizational Skills

Analytical Skills

Teamwork

Education

BA/BS degree

Tools

MS Word

Excel

PowerPoint

Outlook

Job description

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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

• Provide support to the advisory teams by administering client data gathering, paperwork preparation and monitoring, and ongoing administrative support
• Execute client funds transfers via custodian systems
• Maintain CRM (Client Relationship Management) system with client information, tasks, workflows, etc.
• Facilitate account transfers with timely communication regarding status updates to advisory team
• Main point of contact with custodian and firm's technology service teams
• Interact with other departments, including Alternative Investments, as back office support
• Coordinate with clients’ other advisors as needed (CPAs, attorneys, etc.)
• Provide general office support as needed
• Other administrative duties as needed
  
  

Requirements

• BA/BS degree required
• 5+ years of customer service background preferred
• Enjoy being part of a team
• Capable of adapting to change in a fast‐paced environment
• Excellent verbal, written, analytical, and organizational skills
• Community service driven and charitably minded
• Strong sense of ethics and confidentiality with all matters in relation to the firm
• Proficiency with MS Word, Excel, PowerPoint and Outlook
  
  

Additional Job Description

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 be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
• 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

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 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 an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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