Senior Wealth Client Success Lead

Corient; Post (OR); 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

Disability insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health-SH

Dependent Care FSA

Commuter & Transit FSA

Perkspot corporate discounts

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient seeks a Client Relationship Specialist to manage the full client life cycle for assigned relationships and to coordinate with custodians such as Schwab and Fidelity. You will prepare onboarding docs, process transfers, and monitor activity with precision in a fast-paced setting.

qualifications include a Bachelor’s degree and 5+ years in financial services, with strong CRM, Excel, and confidentiality. This on-site role offers extensive benefits and growth.

Qualifications

• Bachelor's degree.
• Minimum of five years of experience at an RIA or similar financial services company.
• Experience working with outside custodians, including Schwab, Fidelity, and other institutional custodians.
• Experience working with Trust accounts and trust administration-related processes.
• Proficiency in Salesforce, Addepar or similar CRM system.
• Proficiency in Microsoft Office Suites.
• Complete integrity with an uncompromised reputation.
• Ability to maintain total confidentiality.
• An excellent team player who enjoys collaboration but also works well independently.
• Strong work ethic.
• Strong verbal and written communication skills.
• Excellent analytical, organizational, and time management skills.
• Exceptional attention to detail and accuracy.
• Proven ability to successfully manage multiple priorities and deadlines in a fast-paced environment.
• Ability to gain clarity, problem-solve, and exercise sound judgment while working through complex client deliverables and requests.
• Ability to remain detail-oriented while multitasking and working at a fast pace.
• Ability to take ownership of projects and carry them through to completion.
• Travel is not required.

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 a 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.
• Proactively communicate with and anticipate the unique needs of your 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 third-party institutions.
• Support the administration and maintenance of trust accounts, ensuring timely processing and accurate documentation.

Skills

Relationship management

CRM systems

Microsoft Office

Communication skills

Analytical thinking

Education

Bachelor's degree

Tools

Salesforce

Addepar

Excel

Trust accounting software

Job description

Corient seeks a Client Relationship Specialist to manage the full client life cycle for assigned relationships and to coordinate with custodians such as Schwab and Fidelity. You will prepare onboarding docs, process transfers, and monitor activity with precision in a fast-paced setting.

qualifications include a Bachelor’s degree and 5+ years in financial services, with strong CRM, Excel, and confidentiality. This on-site role offers extensive benefits and growth.