Senior Client Success & Operations Specialist

Corient Services LLC; Saint Petersburg (FL); On-site; USD 48,000 - 68,000; Full time

Benefits offered by this job

401(k) Plan

Medical Insurance

Dental Insurance

Vision Insurance

Parental Leave

Job summary

Corient is seeking a Client Success Specialist II to act as the primary administrative contact for client requests and coordination between clients, advisors, and internal teams. The role focuses on efficient onboarding, meticulous documentation, and timely delivery of client deliverables.

Ideal candidates bring 3–5 years of client service or administrative experience, with proficiency in Salesforce and MS Office.

Qualifications

• Bachelor’s degree or equivalent experience.
• 3–5 years of relevant experience in client service, administrative support, or operations.
• 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 effectively between clients, advisors, and internal support teams to execute and track all client deliverables.
• Maintain consistent, professional communication with clients, addressing day-to-day needs with responsiveness and attention to detail.
• Perform a wide range of administrative functions, including documentation processing, account maintenance, and workflow coordination.
• Utilize strong organizational skills to manage multiple client requests, deadlines, and follow-ups with accuracy and efficiency.
• Schedule and coordinate meetings between clients and advisory teams, managing calendars and logistics.
• Enter, monitor, and update client and advisor requests within Salesforce, ensuring accurate tracking and timely completion.
• Retrieve, organize, and distribute client documents such as statements, tax forms, and reports in a secure and timely manner.
• Generate and organize portfolio reports to support client communications and advisory decision-making.
• Support data entry and maintenance for client prospecting and pipeline management.
• Complete required paperwork and assist with opening and maintaining client accounts.
• Contribute to a collaborative team environment, partnering with colleagues to improve processes and deliver seamless client service

Skills

Client service

Administrative

Salesforce

MS Office

Education

Bachelor’s degree

Tools

Salesforce

Job description

Corient is seeking a Client Success Specialist II to act as the primary administrative contact for client requests and coordination between clients, advisors, and internal teams. The role focuses on efficient onboarding, meticulous documentation, and timely delivery of client deliverables.

Ideal candidates bring 3–5 years of client service or administrative experience, with proficiency in Salesforce and MS Office.