Senior Client Success Specialist - Wealth Solutions Lead

Corient; Boston (MA); On-site; USD 70,000 - 95,000; 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

Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Commuter & Transit FSA

Perkspot Corporate Discount Program

Training Reimbursement

Professional Designations

Volunteer days

Job summary

Corient is seeking a Senior Client Success Specialist in Boston to manage the full client lifecycle for high-net-worth relationships. You will onboard clients, coordinate with custodians like Schwab and Fidelity, and ensure accurate money movements and documentation.

Expertise with Salesforce/Addepar and Excel is essential. The role requires five years in financial services, strong confidentiality, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• Bachelor's degree required.
• Minimum of five years of experience at an RIA or similar financial services company.
• Experience with outside custodians, including Schwab, Fidelity, and other institutional custodians.
• Experience with Trust accounts and trust administration processes.
• Proficiency in Salesforce, Addepar or similar CRM system.
• Proficiency in Microsoft Office Suites.
• Demonstrates integrity with confidential information.
• Strong team player who can collaborate and work independently.
• Excellent verbal and written communication skills; strong analytical, organizational, and time management skills.
• Attention to detail; ability to manage multiple priorities and deadlines in a fast-paced environment.
• Ability to take ownership of projects and see them through to completion.
• Travel is not required.

Responsibilities

• Manage the complete client life cycle for assigned relationships.
• Cultivate and maintain strong 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 and confirm completion of requests.
• Prepare for and attend client meetings; manage follow-up and documentation.
• Monitor external alternative investments; complete subscription agreements and track capital calls/distributions.
• Proactively communicate with and anticipate the unique needs of clients.
• Create and maintain formula-based analytics using Excel.
• Manage special projects and life events based on client requests.
• Coordinate and process requests with custodial partners including Schwab, Fidelity, and other institutions.
• Support administration and maintenance of trust accounts, ensuring timely processing and documentation.

Skills

Salesforce

Addepar

CRM

Microsoft Office

Communication

Analytical thinking

Time management

Education

Bachelor's degree

Tools

Salesforce

Addepar

Microsoft Office

Job description

Corient is seeking a Senior Client Success Specialist in Boston to manage the full client lifecycle for high-net-worth relationships. You will onboard clients, coordinate with custodians like Schwab and Fidelity, and ensure accurate money movements and documentation.

Expertise with Salesforce/Addepar and Excel is essential. The role requires five years in financial services, strong confidentiality, and the ability to manage multiple priorities in a fast-paced environment.