Client Service Specialist II

Corient; Post (OR); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical plans (4 options)

Dental, Vision & Life Insurance

Short‑term & Long‑term Disability

Parental Leave

FSA/HSA

Commuter & Transit benefits

Professional designation training

Volunteer days

Job summary

Corient is seeking a Client Service Specialist II. You will serve as the primary administrative contact for ingesting, organizing, and prioritizing client requests, and coordinate between clients, advisors, and internal support teams to execute and track all deliverables.

You will maintain professional client communications, perform documentation processing, account maintenance, and calendar‑driven tasks in Salesforce, generating portfolio reports and supporting advisory decisions.

Qualifications

• Bachelor’s degree or equivalent experience.
• 3–5 years of client service, administrative support, or operations.
• Strong administrative and organizational proficiency in managing workflows and documentation.
• Experience with Salesforce, portfolio accounting systems, DocuSign, and Microsoft Office Suite (or ability to learn quickly).
• Proven ability to handle multiple priorities with accuracy and attention to detail.
• Excellent verbal, written, and interpersonal communication skills.

Responsibilities

• Serve as the primary administrative point of contact for ingesting, organizing, and prioritizing client requests.
• Coordinate between clients, advisors, and internal support teams to execute and track all client deliverables.
• Maintain professional communication with clients and address day‑to‑day needs with responsiveness and attention to detail.
• Perform a wide range of administrative functions, including documentation processing, account maintenance, and workflow coordination.
• Utilize strong organizational skills to manage multiple client requests, deadlines, and follow‑ups with accuracy and efficiency.
• Schedule and coordinate meetings between clients and advisory teams, managing calendars and logistics.
• Enter, monitor, and update client and advisor requests within Salesforce, ensuring accurate tracking and timely completion.
• Retrieve, organize, and distribute client documents such as statements, tax forms, and reports in a secure and timely manner.
• Generate and organize portfolio reports to support client communications and advisory decision‑making.
• Support data entry and maintenance for client prospecting and pipeline management.
• Complete required paperwork and assist with opening and maintaining client accounts.
• Contribute to a collaborative team environment, partnering with colleagues to improve processes and deliver seamless client service.

Skills

Salesforce

Client service

Organizational skills

Communication

Documentation management

Education

Bachelor’s degree or equivalent experience

Tools

DocuSign

Microsoft Office

Portfolio accounting systems

Job description

About The Role

Corient is seeking a Client Service Specialist II. The responsibilities will include:

• Serve as the primary administrative point of contact for ingesting, organizing, and prioritizing client requests
• Coordinate effectively between clients, advisors, and internal support teams to execute and track all client deliverables
• Maintain consistent, professional communication with clients, addressing day‑to‑day needs with responsiveness and attention to detail
• Perform a wide range of administrative functions, including documentation processing, account maintenance, and workflow coordination
• Utilize strong organizational skills to manage multiple client requests, deadlines, and follow‑ups with accuracy and efficiency
• Schedule and coordinate meetings between clients and advisory teams, managing calendars and logistics
• Enter, monitor, and update client and advisor requests within Salesforce, ensuring accurate tracking and timely completion
• Retrieve, organize, and distribute client documents such as statements, tax forms, and reports in a secure and timely manner
• Generate and organize portfolio reports to support client communications and advisory decision‑making
• Support data entry and maintenance for client prospecting and pipeline management
• Complete required paperwork and assist with opening and maintaining client accounts
• Contribute to a collaborative team environment, partnering with colleagues to improve processes and deliver seamless client service

Qualifications & Requirements

• Bachelor’s degree from an accredited institution or equivalent experience
• 3–5 years of relevant experience in client service, administrative support, or operations
• Demonstrated strong administrative capabilities and organizational proficiency in managing workflows and documentation
• Experience with Salesforce, portfolio accounting systems, DocuSign, and Microsoft Office Suite (or ability to learn quickly)
• Proven ability to handle multiple priorities while maintaining accuracy and attention to detail
• Excellent verbal, written, and interpersonal communication skills
• Strong client service orientation with the ability to anticipate needs and follow through effectively
• Ability to work both independently and collaboratively within a team environment
• High level of professionalism, discretion, and confidentiality in handling sensitive client information

Core Competencies

• Administrative Excellence
• Organizational & Time Management Skills
• Team Collaboration
• Service Orientation
• Communication
• Responsiveness
• Attention to Detail
• Ownership & Follow‑Through

Pay Information

This position is exempt and is paid according to the laws of the State of Massachusetts. The pay range for this position is $60,000‑80,000 USD per year. 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. Salary offers are determined based on final candidate qualifications and experience.

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 the 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

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.