Client Success 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

Position Overview

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Responsibilities

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

Qualifications & Requirements

• Bachelor's degree from an accredited institution
• Minimum of 3-5 years' experience
• Experience with Salesforce, Portfolio Accounting Software, Docusign, Microsoft Suite (competency or ability to learn quickly)
• 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
• Enjoy being part of a team
• Must be highly flexible and confidential with all client and firm matters
• Competencies: Detail orientation, Service orientation, Action orientation, Communication, Responsiveness, Follow‑through

Physical Requirements

• Work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer
• May require the ability to lift up to 15 pounds
• Required to work onsite 4 days per week

U.S. Eligibility Requirements

• Must be 18 years of age or older
• Must have unrestricted work authorization to work in the United States
• For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents
• Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Volunteer days (giving back to the community)

Equal Opportunity Statement

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.