Client Service Specialist II

Corient Services LLC; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Four Medical Plan options

Employer paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Job summary

Corient Services LLC in New York is looking for a skilled individual to serve as a central point of contact for client requests. The role involves coordinating between clients and advisory teams, supporting client prospecting, and utilizing Salesforce for data management.

The ideal candidate will have a Bachelor's degree, 3-5 years of experience, and superb communication skills. This position provides various benefits, including a 401(k) plan, medical options, and paid professional designations.

Qualifications

• Minimum of 3–5 years of experience.
• 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.
• Support data input for client prospecting.
• Schedule meetings between advisory team and clients.

Skills

Salesforce

Portfolio Accounting Software

Microsoft Suite

Education

Bachelor's degree from an accredited institution

Job description

Overview

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, 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.

The pay range for this position is $70,000 - $90,000. Salary offers are determined based on final candidate qualifications and experience.

This position is exempt and is paid according to the laws of the State of New York.

Responsibilities

• Serve as central point of contact for ingesting client requests.
• Coordinate between client, advisor, and additional support teams to execute and track client requests.
• Communicate with clients daily, addressing their day‑to‑day needs in an articulate and professional manner.
• Support data input for client prospecting.
• Schedule meetings between advisory team and clients.
• Input client and advisor requests into Salesforce and track completion.
• Retrieve and distribute client statements, tax documents, or other reports.
• Generate portfolio reports.
• Complete required paperwork.
• Open accounts for existing clients.

Qualifications & Requirements

• Bachelor's degree from an accredited institution.
• Minimum of 3–5 years of 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 requests.
• Ability to work independently.
• Enjoy being part of a team.
• Highly flexible and confidential with all client and firm matters.
• Detail orientation, service orientation, action orientation, communication, responsiveness, and follow‑through.

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options 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
• Volunteer days

Physical Requirements

This position requires the physical capabilities to work in an office environment, including prolonged periods of sitting at a desk and working on a computer. The position may require the ability to lift up to 15 pounds. The role is required to work onsite 4 days per week.

U.S. Eligibility Requirements

You must be at least 18 years of age, have unrestricted work authorization to work in the United States, and be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement. Corient participates in E‑Verify and requires proof of work authorization.

Equal Employment Opportunity

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.