Client Services Associate – Wealth Management

Corient; Boston (MA); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life and AD&D

Short-term & Long-term Disability

Paid Maternity & Parental Leave

FSA & HSA Options

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient is seeking a Client Service Specialist I in Boston, MA. You will act as the central contact for client requests, coordinate between clients and advisory teams, and ensure timely delivery of statements and reports.

The role supports data input, calendarized meetings, and documentation within Salesforce while maintaining confidentiality and high service standards. The position requires a bachelor’s degree and 1–3 years’ experience, with proficiency in Salesforce, DocuSign, and Microsoft

Qualifications

• Bachelor's degree or equivalent experience.
• 1–3 years' experience minimum.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, and Microsoft Suite or ability to learn quickly.
• Customer service background preferred.
• Excellent verbal, written, analytical, and organizational skills.
• Ability to identify and follow through with client needs and requests.
• Able to work independently and as part of a team.
• Highly flexible and confidential with client and firm matters.

Responsibilities

• Serve as central point of contact for ingesting client requests.
• Coordinate between client, advisor, and support teams to track requests.
• Communicate with clients daily in a professional manner.
• Support data input for client prospecting and meetings.
• Input requests into Salesforce and track completion.
• Retrieve and distribute client statements and reports.

Skills

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office Suite

Customer Service

Communication

Attention to Detail

Education

Bachelor's degree

Tools

Salesforce (CRM)

Microsoft Excel

DocuSign

Job description

Corient is seeking a Client Service Specialist I in Boston, MA. You will act as the central contact for client requests, coordinate between clients and advisory teams, and ensure timely delivery of statements and reports.

The role supports data input, calendarized meetings, and documentation within Salesforce while maintaining confidentiality and high service standards. The position requires a bachelor’s degree and 1–3 years’ experience, with proficiency in Salesforce, DocuSign, and Microsoft