Wealth Client Services Associate

Corient Services LLC; Boston (MA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical, Dental, Vision & Life

Job summary

Corient Services LLC is seeking a client services associate to act as the central contact for client requests, coordinate with advisors, and ensure timely delivery of statements and reports. You will communicate with clients daily, support prospecting data entry, and schedule meetings with advisory teams.

The role requires 1–3 years of experience, strong communication and organizational skills, and proficiency with Salesforce, DocuSign, and portfolio accounting tools.

Qualifications

• Bachelor's degree from an accredited institution or equivalent experience
• Minimum of 1-3 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
• Competencies Detail orientation Service orientation Action orientation Communication Responsiveness Follow-through

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-today 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 report
• Generate portfolio reports
• Complete required paperwork
• Open accounts for existing clients

Skills

Customer service

Communication

Organization

Attention to detail

Team collaboration

Independence

Confidentiality

Flexibility

Education

Bachelor's degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office

Job description

Corient Services LLC is seeking a client services associate to act as the central contact for client requests, coordinate with advisors, and ensure timely delivery of statements and reports. You will communicate with clients daily, support prospecting data entry, and schedule meetings with advisory teams.

The role requires 1–3 years of experience, strong communication and organizational skills, and proficiency with Salesforce, DocuSign, and portfolio accounting tools.