Wealth Client Experience Specialist II

Corient; New York (NY); Sur place; USD 70 000 - 90 000; Plein temps

Avantages offerts par ce poste

401(k) Plan with Employer Matching

Medical plans (4 options)

Dental, Vision & Life Insurance

Disability insurance

Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Commuter & Transit FSA

Training Reimbursement

Professional designations

Volunteer days

Résumé du poste

Corient in New York is seeking a client service professional to serve as the central contact for client requests, coordinating with advisors and support teams to execute and track tasks. The role involves daily client communication, data input, meeting scheduling, and producing portfolio reports.

Qualified candidates have a bachelor's degree and 3–5 years of experience, with proficiency in Salesforce, Portfolio Accounting Software, DocuSign, and Microsoft Office.

Qualifications

• Bachelor's degree from an accredited institution.
• 3–5 years' experience minimum.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite.
• 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.

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.
• 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.

Connaissances

Verbal and written communication

Client needs analysis

Independence

Team collaboration

Discretion and confidentiality

Formation

Bachelor's degree

Outils

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Description du poste

Corient in New York is seeking a client service professional to serve as the central contact for client requests, coordinating with advisors and support teams to execute and track tasks. The role involves daily client communication, data input, meeting scheduling, and producing portfolio reports.

Qualified candidates have a bachelor's degree and 3–5 years of experience, with proficiency in Salesforce, Portfolio Accounting Software, DocuSign, and Microsoft Office.