Wealth Client Experience Specialist II

Corient; Miami, Fort Lauderdale (FL, FL); Presencial; USD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) Plan with Employer Matching

Four Medical Plan options that isGener

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

Corporate Discount Program - Perkspot

Training Reimbursement

Paid Professional Designations

Giving back to the community - Volunte

Descripción de la vacante

Corient in Miami, FL seeks a seasoned client services professional to coordinate client requests, liaise with advisors, and manage documentation and reports. You will support prospecting, schedule meetings, and ensure accurate data entry in Salesforce, contributing to a high-quality client experience.

The role requires a Bachelor’s degree and at least 5 years’ client service experience in wealth management, with strong communication and organizational skills.

Formación

• 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
• Excellent verbal, written, analytical, and organizational skills
• Ability to identify, meet and follow through with client needs
• Must be a goal-oriented team player with a ‘no job is beneath me’ attitude
• Community service driven and charitably minded
• Able to work independently
• Enjoy being part of a team
• Must be highly flexible and confidential with all client and firm matters

Responsabilidades

• Serve as central point of contact for ingesting client requests
• Coordinate between client, advisor, and 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 and 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

Conocimientos

Customer service

Verbal communication

Written communication

Analytical skills

Organizational skills

Independent work

Team player

Confidentiality

Educación

Bachelor's degree

Herramientas

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office Suite

Descripción del empleo

Corient in Miami, FL seeks a seasoned client services professional to coordinate client requests, liaise with advisors, and manage documentation and reports. You will support prospecting, schedule meetings, and ensure accurate data entry in Salesforce, contributing to a high-quality client experience.

The role requires a Bachelor’s degree and at least 5 years’ client service experience in wealth management, with strong communication and organizational skills.