Client Services Associate – Wealth Advisory

ci; Indianapolis (IN); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) Plan

Employer-sponsored medical plans

Dental, Vision & Life Insurance

AD&D Insurance

Short-term & Long-term Disability

Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Commuter & Transit FSA

Volunteer days

Job summary

Corient is seeking a detail-oriented administrative professional to support wealth advisory teams. You will gather client information, prepare paperwork, monitor tasks, and assist with ongoing administrative duties in a fast-paced environment.

You will maintain the CRM, coordinate fund transfers with custodians, and serve as a key liaison with custodians and internal teams. This onsite role requires confidentiality and teamwork to serve UHNW clients.

Qualifications

• BA/BS degree required.
• 1–3+ years of customer service background preferred.
• Strong ethics and ability to handle confidential information.

Responsibilities

• Provide support to advisory teams by administering client data gathering, paperwork, and monitoring.
• Execute client funds transfers via custodian systems.
• Maintain CRM with client information, tasks, and workflows.
• Coordinate account transfers with timely status updates to advisory team.
• Serve as main contact with custodian and firm's technology service teams.
• Interact with other departments as back office support.
• Coordinate with clients' other advisors as needed.
• Provide general office support and perform other duties as needed.

Skills

Team player

Analytical skills

Excellent communication

Discretion & confidentiality

Education

BA/BS degree

Tools

MS Office Suite

Job description

Corient is seeking a detail-oriented administrative professional to support wealth advisory teams. You will gather client information, prepare paperwork, monitor tasks, and assist with ongoing administrative duties in a fast-paced environment.

You will maintain the CRM, coordinate fund transfers with custodians, and serve as a key liaison with custodians and internal teams. This onsite role requires confidentiality and teamwork to serve UHNW clients.