Client Service Team Lead – Operations & Excellence

Corient Services LLC; New York (NY); On-site; USD 94,000 - 130,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan

Employer paid Dental, Vision & Life Insurance

Training Reimbursement

Paid Professional Designations

Job summary

Corient Services LLC is looking for a qualified individual to lead a team of Client Service Associates in New York. This role involves overseeing operations that support client relationships, ensuring consistent execution, operational excellence, and overall satisfaction.

The ideal candidate should have a Bachelor’s degree, at least 5 years of experience in financial services, and proven leadership skills. Strong communication and strategic thinking abilities are critical for this position. The salary range for this role is $94,000–$130,000 USD annually.

Qualifications

• Minimum 5 years of experience in financial services, with at least 3 years in a leadership role.
• Proven ability to lead and inspire high-performing teams.
• Exceptional verbal and written communication skills.

Responsibilities

• Lead and supervise a team of Client Service Associates.
• Monitor progress and quality of client-related activities.
• Ensure adherence to compliance standards and guidelines.

Skills

Leadership

Strategic thinking

Collaboration

Communication skills

Analytical skills

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office Suite

Job description

Corient Services LLC is looking for a qualified individual to lead a team of Client Service Associates in New York. This role involves overseeing operations that support client relationships, ensuring consistent execution, operational excellence, and overall satisfaction.

The ideal candidate should have a Bachelor’s degree, at least 5 years of experience in financial services, and proven leadership skills. Strong communication and strategic thinking abilities are critical for this position. The salary range for this role is $94,000–$130,000 USD annually.