Client Service Specialist II

Corient Services LLC; Atlanta (GA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life

Short-term & Long-term Disability

Maternity & Parental Leave

Health Savings Accounts

Dependent Care FSA

Commuter & Transit FSA

Volunteer days

Training Reimbursement

Professional Designations

Job summary

Corient Services LLC in Atlanta is seeking a skilled Client Services professional to act as the primary liaison for client requests, coordinating with advisors and support teams to ensure timely fulfillment. You will input data into Salesforce, generate reports, and help manage client communications with professionalism and confidentiality.

The role emphasizes independent work within a team, requires 5+ years of experience, and offers onsite work four days per week in a dynamic wealth-management

Qualifications

• Bachelor's degree from an accredited institution.
• Minimum of 5 years’ experience.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite
• Customer service background preferred
• Excellent verbal, written, analytical, and organizational skills
• Ability to identify, meet and follow through with client needs and request
• Must be a goal-oriented team player with a ‘no job is beneath me’ attitude
• Community service driven and charitably minded
• Able to work independently
• Enjoy being part of a team
• Must be highly flexible and confidential with all client and firm matters

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
• Take prompt effective action to address client needs
• Demonstrate a proactive and action-oriented approach to handling challenging client requests
• 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 reports
• Generate portfolio reports
• Communicate with clients daily addressing their day-to-day needs in an articulate and professional manner
• Complete required paperwork
• Open accounts for existing clients
• Understand firm's wealth management process.

Skills

Client service

Salesforce

Portfolio accounting

DocuSign

Microsoft Office

Communication

Organizational skills

Education

Bachelor's degree

Tools

Salesforce

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.

Key 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
• Take prompt effective action to address client needs
• Demonstrate a proactive and action-oriented approach to handling challenging client requests
• 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 reports
• Generate portfolio reports
• Communicate with clients daily addressing their day-to-day needs in an articulate and professional manner
• Complete required paperwork
• Open accounts for existing clients
• Understand firm's wealth management process.

Required Qualifications and Skills

• Bachelor's degree from an accredited institution
• Minimum of 5 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 request
• Must be a goal-oriented team player with a ‘no job is beneath me’ attitude
• Community service driven and charitably minded
• Able to work independently
• Enjoy being part of a team
• Must be highly flexible and confidential with all client and firm matters

Additional information regarding the position

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 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.