Client Service Specialist II

Corient; Washington; On-site; USD 69,000 - 86,000; Full time

Benefits offered by this job

401(k) matching

Medical plans

Dental, Vision & Life Insurance

Disability insurance

Maternity / Parental Leave

FSAs / Health Savings Accounts

Commuter benefits

Perkspot discounts

Training reimbursement

Professional designations paid

Volunteer days

Job summary

Corient is seeking a detail-oriented financial services professional to manage end-to-end onboarding of clients, handle custodial paperwork, and establish new accounts. You will deliver proactive client service, anticipate needs, and support the team with training and process improvements.

The role requires a BA/BS and at least two years in financial services, with familiarity in major platforms like Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, and Salesforce CRM.

Qualifications

• BA/BS degree required.
• Minimum two (2) years’ work experience in Financial Services; RIA experience preferred.
• Experience with Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, Salesforce CRM is a plus.
• Excellent written and oral communication skills; proficiency in MS Office.

Responsibilities

• Onboard new clients end-to-end; prepare custodial paperwork and establish accounts.
• Provide superior client service by anticipating needs and delivering quality product timely.
• Train, mentor and assist team members; develop additional skill sets for Digital Concierge and other areas.
• Maintain client accounts, records and systems per firm standards; perform daily reconciliations.
• Educate clients on account services and participate in client meetings and reporting.

Skills

Client service

Communication

Team player

Organization

Multitasking

Education

BA/BS degree

Tools

Charles Schwab Advisor Center

Fidelity Wealthscape

DocuSign

Tamarac

Addepar

Salesforce CRM

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.

Responsibilities

• Manage 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 product in a timely manner
• Trains, mentors and assists with other team members’ questions
• Develop skill sets to support additional areas of expertise, including Digital Concierge, technology tools, cost basis expert, 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
• Other duties and projects, as assigned

Qualifications And Requirements

• BA/BS degree required
• Minimum two (2) years’ 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, 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-minded, and meticulous adherence to details required.
• Strong written and verbal communications skills.

Pay Information

This position is exempt and is paid according to the laws of the State of Washington. The pay range for this position is $68,640-$85,800. 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 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 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 one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leadership to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

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.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.