Client Service Specialist II

CI Financial; Denver (CO); On-site; USD 60,000 - 85,000; Full time

Job summary

Corient in Denver, CO, is seeking a client services professional to act as the primary liaison for client requests, coordinating with advisors and support teams, and ensuring timely, accurate delivery of documents and reports.

The role emphasizes excellent communication, strong organizational skills, and the ability to work independently while maintaining confidentiality in a wealth management environment.

Qualifications

• 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.

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

Customer service

Verbal and written communication

Analytical skills

Organizational skills

Independent work

Team player

Confidentiality

Education

Bachelor’s degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

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

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.

Pay Information

This position is exempt and is paid according to the laws of the State of Colorado. The pay range for this position is $60,000 - 85,000 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