Wealth Client Experience Lead

Corient; Newport Beach (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

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

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Relationship building

Communication skills

Attention to detail

Discretion / confidentiality

Team player

Time management

Education

Bachelor's degree

Tools

Salesforce

Excel

Job description

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.