Client Services Associate — Wealth Management

ci; Boston (MA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) Matching

Medical Plan options

Dental, Vision & Life Insurance

AD&D Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

Health Savings Account

Flexible Spending Accounts

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Professional Designations

Volunteer days

Job summary

Corient is seeking a Client Services Associate to support high‑net‑worth clients within a boutique wealth management environment. You will liaise between clients, advisors, and support teams to process requests, generate portfolio reports, and ensure accurate data entry in Salesforce.

The role requires a Bachelor’s degree, 1–3 years’ experience, and proficiency with Salesforce, portfolio accounting software, and MS Office. This onsite position offers comprehensive benefits and growth opportunity.

Qualifications

• Bachelor's degree from an accredited institution or equivalent experience.
• 1–3 years' experience in client service or wealth management preferred.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite.
• Customer service background preferred.
• Excellent verbal, written, analytical, and organizational skills.

Responsibilities

• Serve as central point of contact for ingesting client requests.
• Coordinate between client, advisor, and support teams to execute and track requests.
• Communicate with clients daily in a professional manner.
• Support data input for client prospecting and schedule meetings.
• Input client/advisor requests into Salesforce and track completion.
• Retrieve and distribute client statements, tax documents, or reports.
• Generate portfolio reports and complete required paperwork.
• Open accounts for existing clients.

Education

Bachelor's degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office

Job description

Corient is seeking a Client Services Associate to support high‑net‑worth clients within a boutique wealth management environment. You will liaise between clients, advisors, and support teams to process requests, generate portfolio reports, and ensure accurate data entry in Salesforce.

The role requires a Bachelor’s degree, 1–3 years’ experience, and proficiency with Salesforce, portfolio accounting software, and MS Office. This onsite position offers comprehensive benefits and growth opportunity.