Wealth Client Experience Specialist II

CI Financial; Atlanta (GA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

401(k) with match

Medical plans

Dental, Vision, Life insurance

Disability insurance

Parental leave

FSA/HSA options

Commuter benefits

Training reimbursement

Volunteer days

Job summary

Corient is seeking a seasoned client services professional to support high-net-worth clients in a fast-paced wealth management environment. You will act as the central point of contact for client requests, coordinate with advisors and support teams, and ensure accurate data input into Salesforce and portfolio systems.

The ideal candidate has a minimum of 5 years of experience, a Bachelor’s degree, and strong communication and organizational skills.

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.

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.
• 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.

Skills

Customer service

Communication

Problem solving

Organizational skills

Team player

Discretion

Education

Bachelor’s degree

Tools

Salesforce

Portfolio accounting software

DocuSign

Microsoft Office

Job description

Corient is seeking a seasoned client services professional to support high-net-worth clients in a fast-paced wealth management environment. You will act as the central point of contact for client requests, coordinate with advisors and support teams, and ensure accurate data input into Salesforce and portfolio systems.

The ideal candidate has a minimum of 5 years of experience, a Bachelor’s degree, and strong communication and organizational skills.