Wealth Client Experience Specialist II

CI Financial; Columbus (OH); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k) Match

Medical Plan

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Parental Leave

FSA/HSA

Transit/Commuter FSA

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient seeks a detail-oriented Client Services professional to serve as the central point of contact for client requests and coordinate across the advisory team. You will input data into Salesforce, generate portfolio reports, and manage documents while maintaining confidentiality and strong client focus.

The role requires a Bachelor’s degree and 3–5 years of experience, with proficiency in Salesforce and MS Office.

Qualifications

• Bachelor’s degree from an accredited institution.
• Minimum of 3-5 years’ experience.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly).
• 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-to-day 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

DocuSign

MS Office

Customer service

Verbal & written communication

Analytical skills

Organizational skills

Independence

Team player

Confidentiality

Education

Bachelor’s degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office

Job description

Corient seeks a detail-oriented Client Services professional to serve as the central point of contact for client requests and coordinate across the advisory team. You will input data into Salesforce, generate portfolio reports, and manage documents while maintaining confidentiality and strong client focus.

The role requires a Bachelor’s degree and 3–5 years of experience, with proficiency in Salesforce and MS Office.