Client Services & Operations Specialist

Corient; Post (OR); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical plans (4 options)

Dental, Vision & Life Insurance

Short‑term & Long‑term Disability

Parental Leave

FSA/HSA

Commuter & Transit benefits

Professional designation training

Volunteer days

Job summary

Corient is seeking a Client Service Specialist II. You will serve as the primary administrative contact for ingesting, organizing, and prioritizing client requests, and coordinate between clients, advisors, and internal support teams to execute and track all deliverables.

You will maintain professional client communications, perform documentation processing, account maintenance, and calendar‑driven tasks in Salesforce, generating portfolio reports and supporting advisory decisions.

Qualifications

• Bachelor’s degree or equivalent experience.
• 3–5 years of client service, administrative support, or operations.
• Strong administrative and organizational proficiency in managing workflows and documentation.
• Experience with Salesforce, portfolio accounting systems, DocuSign, and Microsoft Office Suite (or ability to learn quickly).
• Proven ability to handle multiple priorities with accuracy and attention to detail.
• Excellent verbal, written, and interpersonal communication skills.

Responsibilities

• Serve as the primary administrative point of contact for ingesting, organizing, and prioritizing client requests.
• Coordinate between clients, advisors, and internal support teams to execute and track all client deliverables.
• Maintain professional communication with clients and address day‑to‑day needs with responsiveness and attention to detail.
• Perform a wide range of administrative functions, including documentation processing, account maintenance, and workflow coordination.
• Utilize strong organizational skills to manage multiple client requests, deadlines, and follow‑ups with accuracy and efficiency.
• Schedule and coordinate meetings between clients and advisory teams, managing calendars and logistics.
• Enter, monitor, and update client and advisor requests within Salesforce, ensuring accurate tracking and timely completion.
• Retrieve, organize, and distribute client documents such as statements, tax forms, and reports in a secure and timely manner.
• Generate and organize portfolio reports to support client communications and advisory decision‑making.
• Support data entry and maintenance for client prospecting and pipeline management.
• Complete required paperwork and assist with opening and maintaining client accounts.
• Contribute to a collaborative team environment, partnering with colleagues to improve processes and deliver seamless client service.

Skills

Salesforce

Client service

Organizational skills

Communication

Documentation management

Education

Bachelor’s degree or equivalent experience

Tools

DocuSign

Microsoft Office

Portfolio accounting systems

Job description

Corient is seeking a Client Service Specialist II. You will serve as the primary administrative contact for ingesting, organizing, and prioritizing client requests, and coordinate between clients, advisors, and internal support teams to execute and track all deliverables.

You will maintain professional client communications, perform documentation processing, account maintenance, and calendar‑driven tasks in Salesforce, generating portfolio reports and supporting advisory decisions.