Client Success Specialist II — Growth & Impact

Corient; Saint Petersburg (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) Matching

Medical Plans

Dental/Vision/Life Insurance

Disability Insurance

Parental Leave

FSAs (HSA/Dependent)

Job summary

Corient is seeking a Client Success Specialist II in St. Petersburg, FL to serve as the primary administrative contact for client requests, coordinate between clients, advisors and internal teams, and maintain professional communication with clients.

The role involves documenting processes, managing calendars, and supporting portfolio reporting. You will work onsite, utilizing Salesforce and DocuSign, with opportunities to grow in a fast-paced wealth management environment and contribute to

Qualifications

• Bachelors degree or equivalent experience.
• 35 years of client service, administrative support, or operations experience.
• Strong administrative capabilities and organizational proficiency in managing workflows and documentation.
• Experience with Salesforce, portfolio accounting systems, DocuSign, and Microsoft Office Suite.

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 client deliverables.
• Maintain professional communication with clients with responsiveness and attention to detail.

Skills

Client service

Administrative support

Communication

Salesforce

Documentation

Education

Bachelors degree

Tools

Salesforce

DocuSign

Portfolio accounting systems

Microsoft Office Suite

Job description

Corient is seeking a Client Success Specialist II in St. Petersburg, FL to serve as the primary administrative contact for client requests, coordinate between clients, advisors and internal teams, and maintain professional communication with clients.

The role involves documenting processes, managing calendars, and supporting portfolio reporting. You will work onsite, utilizing Salesforce and DocuSign, with opportunities to grow in a fast-paced wealth management environment and contribute to