Senior Wealth Client Services Specialist

ci; Fort Lauderdale (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) match

Medical, Dental & Vision

Life Insurance

Short/Long-term Disability

Parental Leave

FSA/Committed Tax Savings

Commuter Benefits

Training & Certifications

Volunteer Days

Job summary

Corient seeks an experienced Client Services Associate to serve as the central point of contact for client requests and coordination across advisory teams. You will manage requests, input data into Salesforce, and generate client reports with accuracy and discretion.

The role emphasizes excellent communication, attention to detail, and the ability to work both independently and as part of a team in a fast-paced wealth management environment.

Qualifications

• Bachelor's degree from an accredited institution.
• Minimum of 5 years' experience in a client-facing or wealth management environment.
• Experience with Salesforce, portfolio accounting software, DocuSign and Microsoft Office.

Responsibilities

• Serve as the central point of contact for client requests.
• Coordinate between client, advisor and support teams to track requests.
• Input client and advisor requests into Salesforce and retrieve statements and reports.
• Generate portfolio reports and communicate daily with clients in a professional manner.

Skills

Customer service

Communication

Attention to detail

Independent worker

Team player

Education

Bachelor's degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office

Job description

Corient seeks an experienced Client Services Associate to serve as the central point of contact for client requests and coordination across advisory teams. You will manage requests, input data into Salesforce, and generate client reports with accuracy and discretion.

The role emphasizes excellent communication, attention to detail, and the ability to work both independently and as part of a team in a fast-paced wealth management environment.