Client Services Associate — Wealth Management

Corient; Indianapolis (IN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) matching

Medical plan options

Dental & Vision Insurance

Life and AD&D Insurance

Short/Long-term Disability

Parental Leave

Job summary

Corient is hiring a Client Service Specialist I in Indianapolis to support advisory teams with data gathering, paperwork and monitoring, and to execute client funds transfers via custodian systems.

The role requires a BA/BS degree and 1–3+ years in customer service, with strong communication and organizational skills. Onsite work four days a week, with opportunities for growth and development within our client-first wealth management firm.

Qualifications

• BA/BS degree required.
• 1–3+ years of customer service preferred.
• Ability to work in a fast-paced environment with confidentiality.

Responsibilities

• Provide support to advisory teams with client data gathering, paperwork preparation and monitoring.
• Execute client funds transfers via custodian systems.
• Maintain CRM with client information, tasks, workflows, etc.
• Coordinate with custodians and technology teams; act as back-office support.
• Interact with other departments and with clients’ other advisors as needed.
• Conduct general office duties and administrative tasks as required.

Skills

Customer service

Teamwork

Adaptability

Communication

Analytical skills

Organizational skills

Education

BA/BS degree

Tools

MS Word

Excel

PowerPoint

Outlook

Job description

Corient is hiring a Client Service Specialist I in Indianapolis to support advisory teams with data gathering, paperwork and monitoring, and to execute client funds transfers via custodian systems.

The role requires a BA/BS degree and 1–3+ years in customer service, with strong communication and organizational skills. Onsite work four days a week, with opportunities for growth and development within our client-first wealth management firm.