Wealth Client Experience Specialist

Corient Services LLC; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Four Medical Plan options

Employer paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Job summary

Corient Services LLC in New York is looking for a skilled individual to serve as a central point of contact for client requests. The role involves coordinating between clients and advisory teams, supporting client prospecting, and utilizing Salesforce for data management.

The ideal candidate will have a Bachelor's degree, 3-5 years of experience, and superb communication skills. This position provides various benefits, including a 401(k) plan, medical options, and paid professional designations.

Qualifications

• Minimum of 3–5 years of experience.
• Customer service background preferred.
• Excellent verbal, written, analytical, and organizational skills.

Responsibilities

• Serve as central point of contact for ingesting client requests.
• Coordinate between client, advisor, and additional support teams.
• Support data input for client prospecting.
• Schedule meetings between advisory team and clients.

Skills

Salesforce

Portfolio Accounting Software

Microsoft Suite

Education

Bachelor's degree from an accredited institution

Job description

Corient Services LLC in New York is looking for a skilled individual to serve as a central point of contact for client requests. The role involves coordinating between clients and advisory teams, supporting client prospecting, and utilizing Salesforce for data management.

The ideal candidate will have a Bachelor's degree, 3-5 years of experience, and superb communication skills. This position provides various benefits, including a 401(k) plan, medical options, and paid professional designations.