Client Service Specialist II

Corient Services LLC; Westbrook (CT); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) Matching

Medical Plan options

Dental & Vision Insurance

Life & AD&D Insurance

Paid Parental Leave

Commuter & Transit benefits

Training Reimbursement

Job summary

Corient Services LLC is seeking a Client Service Specialist II to act as the primary administrative contact for our high‑net‑worth client base. You will coordinate between clients, advisors, and internal teams to ensure timely and accurate delivery of all client deliverables, while maintaining confidentiality and professionalism.

The role requires 3–5 years in client service or operations, proficiency with Salesforce and DocuSign, and strong organizational skills.

Qualifications

• Bachelor's degree from an accredited institution or equivalent experience.
• 3–5 years of client service, administrative support, or operations experience.
• Strong administrative capabilities and workflow/documentation proficiency.
• Experience with Salesforce, portfolio accounting systems, DocuSign, and Microsoft Office Suite.

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 client deliverables.
• Maintain professional communication with clients, addressing day-to-day needs with responsiveness and attention to detail.
• Perform administrative functions including documentation processing, account maintenance, and workflow coordination.
• Enter, monitor, and update client/advisor requests within Salesforce with accurate tracking.
• Retrieve, organize, and distribute client documents securely and promptly.
• Generate and organize portfolio reports to support client communications and advisory decisions.

Skills

Administrative skills

Organizational skills

Client service orientation

Attention to detail

Verbal and written communication

Discretion and confidentiality

Education

Bachelor's degree

Tools

Salesforce

Portfolio accounting systems

DocuSign

Microsoft Office Suite

Job description

About Corient

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, Corient combines the personal service and objectivity of a boutique with the scale and resources of a global institution. The partnership model fosters collaboration over competition, delivering a transparent, client‑first experience across investment management, wealth strategy, and family office services.

About the Role

Corient is seeking a Client Service Specialist II who will serve as the primary administrative point of contact for our clients.

Responsibilities

• 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 paid in accordance with the laws of the State of Massachusetts. The pay range is $60,000‑$80,000 USD per year, determined by qualifications and experience.

Physical Requirements

Work in an office environment, primarily sitting at a desk and using a computer. May require lifting up to 15 pounds. On‑site work required 4 days per week.

U.S. Eligibility Requirements

Must be 18 years of age or older and have unrestricted U.S. work authorization. Applicants must be U.S. citizens or permanent residents and provide proof of work authorization.

Benefits

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

Equal Employment Opportunity Statement

We are an equal opportunity employer. All candidates will be recruited 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.