Client Service Specialist II

ci; Fort Lauderdale (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) match

Medical, Dental & Vision

Life Insurance

Short/Long-term Disability

Parental Leave

FSA/Committed Tax Savings

Commuter Benefits

Training & Certifications

Volunteer Days

Job summary

Corient seeks an experienced Client Services Associate to serve as the central point of contact for client requests and coordination across advisory teams. You will manage requests, input data into Salesforce, and generate client reports with accuracy and discretion.

The role emphasizes excellent communication, attention to detail, and the ability to work both independently and as part of a team in a fast-paced wealth management environment.

Qualifications

• Bachelor's degree from an accredited institution.
• Minimum of 5 years' experience in a client-facing or wealth management environment.
• Experience with Salesforce, portfolio accounting software, DocuSign and Microsoft Office.

Responsibilities

• Serve as the central point of contact for client requests.
• Coordinate between client, advisor and support teams to track requests.
• Input client and advisor requests into Salesforce and retrieve statements and reports.
• Generate portfolio reports and communicate daily with clients in a professional manner.

Skills

Customer service

Communication

Attention to detail

Independent worker

Team player

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.

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

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

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 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