Senior Client Service Specialist

Corient; Newport Beach (CA); Vor Ort; USD 80.000 - 120.000; Vollzeit

Benefits dieser Stelle

401(k) matching

Medical plan

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid parental leave

FSAs

Commuter benefits

Perkspot discounts

Training reimbursement

Professional designations support

Volunteer days

Zusammenfassung

Corient seeks a Senior Client Service Specialist in Newport Beach to manage the complete client life cycle for assigned relationships, coordinate onboarding, and process asset movements with high accuracy.

You will monitor cash activity, prepare meeting materials, and provide proactive, confidential support to ultra-high-net-worth clients while collaborating with internal partners. This on-site role emphasizes precision, discretion, and client-first service.

Qualifikationen

• A bachelor’s degree or equivalent required.
• Minimum of five years of experience at an RIA or similar financial services company.
• Proficiency in Salesforce or similar CRM system.
• Proficiency in Microsoft Office with high Excel competency.
• Must maintain total confidentiality and integrity.
• Strong communication and organizational skills.

Aufgaben

• Manage the complete client life cycle for assigned relationships.
• Cultivate and maintain relationships with clients, colleagues and external partners.
• Prepare and process client onboarding documentation.
• Facilitate money movements, transfers of assets, charitable contributions and RMDs with high accuracy.
• Monitor cash and account activity, custodian alerts and confirm completion of requests.
• Prepare for and attend client meetings; manage follow-up and documentation.
• Monitor external investments; complete subscriptions and capital calls.
• Provide quarterly billing overview using comparisons.
• Create and maintain analytics using Excel; support special projects and life events.

Kenntnisse

Relationship building

Communication skills

Attention to detail

Discretion / confidentiality

Team player

Time management

Ausbildung

Bachelor's degree

Tools

Salesforce

Excel

Jobbeschreibung

Senior Client Service Specialist### Senior Client Service SpecialistApply: Newport Beach, CA: Full time: Posted Today: JR6527**Join a team that values your ambition and empowers your growth** At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.## **Responsibilities*** Manage the complete client life cycle for assigned relationships.* Cultivate & maintain strong relationships with clients, colleagues & external partners.* Prepare and process client onboarding documentation.* Facilitate money movements, transfers of assets, charitable contributions and RMDs with high level of accuracy.* Monitor cash & account activity, custodian alerts and confirm completion of submitted requests.* Prepare for and attend client meetings as necessary, manage follow-up and documentation.* Monitor external alternative investments; complete subscription agreements, process & track capital calls/distributions.* Provide quarterly overview of billing calculations using provided comparisons.* Proactively communicate with and anticipate the unique needs of your clients.* Create & maintain formula-based analytics using Excel.* Manage special projects and life events based on client requests. **Qualifications & Requirements*** A bachelor’s degree* Minimum of five years of experience at an RIA or similar financial services company* Proficiency in Salesforce or similar CRM system* Proficiency in Microsoft Office, with a high level of competency in Excel* Complete integrity with an uncompromised reputation* Ability to maintain total confidentiality* An excellent team player who enjoys collaboration but also works well individually* Strong work ethic* Strong verbal and written communication skills* Excellent analytical and organizational skills* Ability to remain detail-oriented while multi-tasking and working at a fast pace* Ability to take ownership of projects and carry them through to completion* Travel is not required *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.* **Pay Information**This position is exempt and is paid according to the laws of the State of California. The pay range for this position is $80,000-$120,000 USD per year. *We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.***Physical Requirements*** This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.* This position may require the ability to lift up to 15 pounds.* This position is 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. Corient will require proof of work authorization.* Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.* Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure. **What You Can Expect from Us**Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:* 401(k) Plan with Employer Matching* Four Medical Plan options that is 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* Giving back to the community - Volunteer days Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. 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. 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. Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.