Client Service Specialist II

Corient Services LLC; San Diego (CA); On-site; USD 69,550 - 90,325; Full time

Benefits offered by this job

401(k) plan with employer matching

Generously subsidized medical plans

Employer-paid dental and vision insurance

Paid maternity and parental leave

Job summary

Corient Services LLC is seeking a Client Service Associate in San Diego, California. This role manages the onboarding process for new clients and requires strong communication and organizational skills to provide exceptional client service.

The ideal candidate has a BA/BS degree and at least two years of experience in Financial Services, preferably in a Registered Investment Adviser firm. Benefits include a matching 401(k) plan, medical insurance options, and paid professional development.

Qualifications

• Minimum two years of work experience in Financial Services.
• Experience in a Registered Investment Adviser (RIA) firm preferred.
• Strong interpersonal skills and teamwork valued.

Responsibilities

• Manage the onboarding process for new clients.
• Provide superior internal and external client service.
• Research and resolve client inquiries in a timely manner.

Skills

Client service

Financial operations knowledge

Communication skills

MS Office proficiency

Organizational skills

Education

BA/BS degree

Tools

Charles Schwab Advisor Center

Fidelity Wealthscape

DocuSign

Salesforce CRM

Job description

Join a dynamic team dedicated to delivering exceptional client service and building long‑term wealth for high‑net‑worth individuals.

Responsibilities

• Manage the end‑to‑end process of onboarding new clients, from straightforward to the most complex; prepare custodial paperwork to facilitate initial account investment, establish accounts with custodian, and reconcile holdings and cost basis on new and transferred accounts.
• Provide superior internal and external client service by anticipating client needs, managing expectations, and delivering quality products in a timely manner.
• Train, mentor, and assist other team members with questions.
• Develop skill sets to support additional areas of expertise, including Digital Concierge, technology tools, cost‑basis expert, and financial planning.
• Maintain client accounts, records, and systems in accordance with firm standards.
• Perform daily reconciliation of internal accounting system with custodians.
• Research and resolve client inquiries, including the most complex, in a timely manner.
• Review daily reports and alerts to ensure data integrity.
• Develop and maintain procedures and training materials.
• Educate clients on account services and capabilities; participate in client meetings, including review of account materials for signature and digital concierge.
• Participate in monthly, quarterly, and annual reporting processes.
• Perform other duties and projects as assigned.

Qualifications and Requirements

• BA/BS degree required.
• Minimum two (2) years of work experience in Financial Services; working knowledge of operations in a Registered Investment Adviser (RIA) firm preferred.
• Experience utilizing Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, and Salesforce CRM is a plus.
• Excellent written and oral communication skills required, including spelling, grammar, punctuation, and business writing.
• Proficient in all MS Office applications, particularly Word, Excel, and Outlook.
• Professional, personable, tactful, efficient, and self‑motivated.
• Collaborative, creative, team player, and problem‑solver.
• Strong interpersonal skills and sense of teamwork valued.
• Strong organizational skills, multitasking, accuracy, service‑mindful, and meticulous adherence to details required.

Pay Information

This position is exempt and is paid according to the laws of the State of California. The pay range for this position is $69,550 - $90,325.

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. It may require the ability to lift up to 15 pounds and to work onsite four 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.
• Must be U.S. citizen or permanent resident; exceptions may be considered based on shortage of qualified candidates.
• Must be willing to execute the company’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement.

EEO Statement

Corient is 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.

Benefits

• 401(k) plan with employer matching.
• Four medical plan options that are generously subsidized.
• Employer‑paid dental, vision, and life & AD&D insurance.
• Short‑term and long‑term disability.
• Paid maternity and parental leave.
• Flexible spending accounts & health savings accounts.
• Dependent care FSA, commuter & transit FSA.
• Corporate discount program via Perkspot.
• Training reimbursement and paid professional designations.
• Volunteer days to give back to the community.