Client Service Specialist I

Corient Services LLC; Indianapolis (IN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

AD&D Insurance

Disability Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient Services LLC is seeking an organized administrative professional to support advisory teams, handle client data gathering, and monitor paperwork. You will execute client funds transfers via custodian systems and maintain the CRM with accurate client information and tasks.

As a key liaison to custodians and technology teams, you will collaborate with other departments, coordinate with clients’ advisors, and provide general office support.

Qualifications

• BA/BS degree required.
• 1–3+ 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 firm matters.
• Proficiency with MS Word, Excel, PowerPoint and Outlook.

Responsibilities

• Provide support to advisory teams by administering client data gathering, paperwork preparation and monitoring, and ongoing administrative support.
• Execute client funds transfers via custodian systems.
• Maintain CRM system with client information, tasks, workflows, etc.
• Facilitate account transfers with timely 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.

Skills

Customer service

Team player

Adaptability

Analytical skills

Organizational skills

MS Word

MS Excel

MS PowerPoint

MS Outlook

Education

BA/BS degree

Tools

MS Word

Excel

PowerPoint

Outlook

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

• 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
• 1-3+ 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

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 each relationship to deliver a transparent, client‑first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish 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.

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.