Private Wealth Client Service Associate II

Corient Services LLC; Atlanta (GA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life

Short-term & Long-term Disability

Maternity & Parental Leave

Health Savings Accounts

Dependent Care FSA

Commuter & Transit FSA

Volunteer days

Training Reimbursement

Professional Designations

Job summary

Corient Services LLC in Atlanta is seeking a skilled Client Services professional to act as the primary liaison for client requests, coordinating with advisors and support teams to ensure timely fulfillment. You will input data into Salesforce, generate reports, and help manage client communications with professionalism and confidentiality.

The role emphasizes independent work within a team, requires 5+ years of experience, and offers onsite work four days per week in a dynamic wealth-management

Qualifications

• Bachelor's degree from an accredited institution.
• Minimum of 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 request
• Must be a goal-oriented team player with a ‘no job is beneath me’ attitude
• Community service driven and charitably minded
• Able to work independently
• Enjoy being 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 additional support teams to execute & track against client requests
• Take prompt effective action to address client needs
• Demonstrate a proactive and action-oriented approach to handling challenging client requests
• 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
• Communicate with clients daily addressing their day-to-day needs in an articulate and professional manner
• Complete required paperwork
• Open accounts for existing clients
• Understand firm's wealth management process.

Skills

Client service

Salesforce

Portfolio accounting

DocuSign

Microsoft Office

Communication

Organizational skills

Education

Bachelor's degree

Tools

Salesforce

DocuSign

Microsoft Office

Job description

Corient Services LLC in Atlanta is seeking a skilled Client Services professional to act as the primary liaison for client requests, coordinating with advisors and support teams to ensure timely fulfillment. You will input data into Salesforce, generate reports, and help manage client communications with professionalism and confidentiality.

The role emphasizes independent work within a team, requires 5+ years of experience, and offers onsite work four days per week in a dynamic wealth-management