Client Success & Portfolio Support Specialist

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

Benefits offered by this job

401(k) Matching

Medical plans

Dental, Vision & Life Insurance

Disability Insurance

Parental Leave

Flexible Spending Accounts

Commuter Benefits

Perkspot Corporate Discounts

Training Reimbursement

Professional Designations

Volunteer days

Job summary

Corient Private Wealth LLC. is seeking a Client Success Specialist II in Houston to act as the primary liaison for client requests, coordinating with advisors and teams to fulfill and track needs.

You will manage data input in Salesforce, prepare portfolio reports, and support scheduling and paperwork with a client-first mindset. The role emphasizes strong communication, confidentiality, and teamwork, with onsite work four days per week, and a focus on delivering exceptional service to

Qualifications

• Bachelor's degree from an accredited institution.
• Minimum of 3-5 years' 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.
• Able to work independently and as part of a team.
• Must be 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 & track requests.
• Communicate with clients daily in a professional manner.
• Support data input for client prospecting and schedule meetings.
• Input requests into Salesforce and track completion.
• Retrieve and distribute client statements, tax documents, or other reports.
• Generate portfolio reports and complete required paperwork.
• Open accounts for existing clients.

Skills

Salesforce

Portfolio accounting

DocuSign

Microsoft Suite

Customer service

Communication

Analytical skills

Organizational skills

Independence

Education

Bachelor's degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office

Job description

Corient Private Wealth LLC. is seeking a Client Success Specialist II in Houston to act as the primary liaison for client requests, coordinating with advisors and teams to fulfill and track needs.

You will manage data input in Salesforce, prepare portfolio reports, and support scheduling and paperwork with a client-first mindset. The role emphasizes strong communication, confidentiality, and teamwork, with onsite work four days per week, and a focus on delivering exceptional service to