Client Services Specialist II - Wealth Management

Corient Private Wealth LLC.; Chicago (IL); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Paid Maternity & Parental Leave

Flexible Spending Accounts

Job summary

Corient Private Wealth LLC. in Chicago seeks a Client Service Specialist II to serve as a central point of contact for client requests, coordinating with advisors and support teams.

The ideal candidate should have a Bachelor's degree, 1-3 years of client service experience, and proficiency in Salesforce.

This full-time position offers a salary range of $60,000 to $85,000 annually, along with competitive benefits.

Qualifications

• Minimum of 1-3 years' experience in client service roles.
• Experience with Salesforce and Portfolio Accounting Software.
• Strong organizational and analytical skills required.

Responsibilities

• Serve as central point of contact for client requests.
• Schedule meetings between advisory team and clients.
• Input client requests into Salesforce and track completion.

Skills

Customer service background

Excellent verbal and written communication skills

Detail orientation

Ability to follow through with client needs

Education

Bachelor's degree from an accredited institution

Tools

Salesforce

Portfolio Accounting Software

Microsoft Suite

Job description

Corient Private Wealth LLC. in Chicago seeks a Client Service Specialist II to serve as a central point of contact for client requests, coordinating with advisors and support teams.

The ideal candidate should have a Bachelor's degree, 1-3 years of client service experience, and proficiency in Salesforce.

This full-time position offers a salary range of $60,000 to $85,000 annually, along with competitive benefits.