Wealth Client Experience Specialist

Corient; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Four Medical Plan options

Employer paid Dental, Vision & Life

Employer paid Short-term & Long-term •

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health S…

Dependent Care FSA

Commuter & Transit FSA

Volunteer days

Training Reimbursement

Paid Professional Designations

Job summary

Corient is seeking detail-oriented support staff in Houston to serve as the central point of contact for client requests, coordinating across client, advisor, and support teams while maintaining professional client communication. The role emphasizes data input, document retrieval, and timely account actions.

The ideal candidate has a bachelor's degree and 3–5 years of experience, with proficiency in Salesforce, Portfolio Accounting Software, Docusign, and Microsoft Office.

Qualifications

• Bachelor's degree from an accredited institution.
• Minimum of 3-5 years' experience.
• Experience with Salesforce, Portfolio Accounting Software, Docusign, Microsoft Suite.
• Customer service background preferred.
• Excellent verbal, written, analytical, and organizational skills.
• Ability to identify, meet and follow through with client needs and requests.
• Able to work independently.
• Enjoy being part of a team.
• Must be highly flexible and confidential with all client and firm matters.

Responsibilities

• Serve as central point of contact for ingesting client requests.
• Coordinate between client, advisor, and additional support teams to execute & track against client requests.
• Communicate with clients daily, addressing their day-today needs in an articulate and professional manner.
• Support data input for client prospecting.
• Schedule meetings between advisory team & clients.
• Input client and advisor requests into Salesforce, track completion.
• Retrieve and distribute client statements, tax documents, or other reports.
• Generate portfolio reports.
• Complete required paperwork.
• Open accounts for existing clients.

Skills

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Customer service

Verbal communication

Written communication

Analytical skills

Organizational skills

Independence

Team player

Confidentiality

Education

Bachelor's degree from an accredited institution

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Job description

Corient is seeking detail-oriented support staff in Houston to serve as the central point of contact for client requests, coordinating across client, advisor, and support teams while maintaining professional client communication. The role emphasizes data input, document retrieval, and timely account actions.

The ideal candidate has a bachelor's degree and 3–5 years of experience, with proficiency in Salesforce, Portfolio Accounting Software, Docusign, and Microsoft Office.