Client Success & Portfolio Coordination Specialist II

Corient Services LLC; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health-SH

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient Services LLC is seeking a detail‑oriented client relations professional to act as the central point of contact for client requests. You will coordinate across clients, advisors, and support teams to ensure timely execution and tracking of requests.

The role emphasizes daily client communication, data input for prospecting, and scheduling meetings with the advisory team. Proficiency with Salesforce and Microsoft Office is required, with a strong emphasis on confidentiality and teamwork.

Qualifications

• Bachelor's degree from an accredited institution.
• 3–5 years of experience.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite.
• Customer service background preferred.
• Excellent verbal, written, analytical, and organizational skills.
• Ability to identify, meet and follow through with client needs and requests.
• Ability to work independently and as part of a team.
• Highly flexible and confidential with all client and firm matters.

Responsibilities

• Serve as central point of contact for ingesting client requests.
• Coordinate between client, advisor, and support teams to execute and track against client requests.
• Communicate with clients daily in a professional manner.
• Support data input for client prospecting.
• Schedule meetings between advisory team and clients.
• Input client and advisor requests into Salesforce and track completion.
• Retrieve and distribute client statements, tax documents, or reports.
• Generate portfolio reports.
• Complete required paperwork.
• Open accounts for existing clients.

Skills

Detail orientation

Service orientation

Action orientation

Communication

Responsiveness

Follow-through

Education

Bachelor's degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office Suite

Job description

Corient Services LLC is seeking a detail‑oriented client relations professional to act as the central point of contact for client requests. You will coordinate across clients, advisors, and support teams to ensure timely execution and tracking of requests.

The role emphasizes daily client communication, data input for prospecting, and scheduling meetings with the advisory team. Proficiency with Salesforce and Microsoft Office is required, with a strong emphasis on confidentiality and teamwork.