Wealth Client Experience Specialist II

ci; Atlanta (GA); Sur place; USD 70 000 - 95 000; Plein temps

Avantages offerts par ce poste

401(k) Plan

Medical Plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Parental Leave

HSA/FSA

Commuter/Transit Benefits

Training Reimbursement

Professional Designations

Volunteer days

Résumé du poste

Corient seeks a Client Service Associate to serve as the central point of contact for client requests, coordinating with advisors and support teams to execute and track actions. You will address client needs promptly, input data into Salesforce, and generate portfolio reports while maintaining professional client communication.

The role requires a Bachelor's degree, 5+ years of experience, and proficiency with Salesforce, portfolio accounting software, DocuSign, and Microsoft Suite.

Qualifications

• Bachelor's degree from an accredited institution.
• Minimum of 5 years' experience.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly).
• Customer service background preferred.

Responsabilités

• Serve as central point of contact for ingesting client requests.
• Coordinate between client, advisor, and additional support teams to execute & track against client requests.
• Take prompt effective action to address client needs.
• Demonstrate a proactive and action-oriented approach to handling challenging client requests.
• 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.
• Communicate with clients daily addressing their day-to-day needs in an articulate and professional manner.
• Complete required paperwork.
• Open accounts for existing clients.
• Understand firm's wealth management process.

Connaissances

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Customer service

Verbal communication

Written communication

Analytical skills

Organizational skills

Client needs identification

Team player

Confidentiality

Formation

Bachelor's degree

Outils

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Description du poste

Corient seeks a Client Service Associate to serve as the central point of contact for client requests, coordinating with advisors and support teams to execute and track actions. You will address client needs promptly, input data into Salesforce, and generate portfolio reports while maintaining professional client communication.

The role requires a Bachelor's degree, 5+ years of experience, and proficiency with Salesforce, portfolio accounting software, DocuSign, and Microsoft Suite.