Client Services Lead - Financial Ops & Client Success

Corient Services LLC; Morristown (TN); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

401(k) matching

Medical plan options

Employer-paid dental, vision & life

Disability insurance

Paid maternity & parental leave

FSAs & health savings accounts

Commuter benefits

Discount program

Training reimbursement

Paid professional designations

Volunteer days

Job summary

Corient Services LLC seeks a senior client services leader to guide a team of associates in delivering consistent, high‑quality client service. You will coordinate with clients, advisors, and internal and third parties to manage operations and drive improvements across workflows.

The role requires strong execution skills, strategic thinking, and the ability to manage escalations within financial services. Onsite work is expected, with a comprehensive benefits package.

Qualifications

• Bachelor's degree required; minimum of 5 years in financial services; at least 3 years in a leadership role.
• Must lead, develop, and inspire high‑performing teams; strong strategic thinking and decision‑making.
• Excellent communication and collaboration across cross‑functional teams; able to manage escalations.

Responsibilities

• Lead and oversee a team of Client Service Associates to ensure collaboration, accountability, and continuous improvement.
• Oversee all operational and administrative activities supporting client relationships across clients, advisors, and internal teams.
• Monitor status, progress, and quality of client activities to ensure execution, excellence, and satisfaction.

Skills

Leadership

Change management

Collaboration

Communication

Analytical skills

Ownership

Attention to detail

Education

Bachelor's degree

Tools

Salesforce

Microsoft Excel

Job description

Corient Services LLC seeks a senior client services leader to guide a team of associates in delivering consistent, high‑quality client service. You will coordinate with clients, advisors, and internal and third parties to manage operations and drive improvements across workflows.

The role requires strong execution skills, strategic thinking, and the ability to manage escalations within financial services. Onsite work is expected, with a comprehensive benefits package.