Wealth Client Services Associate

CI Financial; Indianapolis (IN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Parental Leave

Job summary

Corient, a leading wealth manager, seeks an organized administrative professional to support advisory teams with client data gathering, paperwork, and ongoing office duties. You will execute funds transfers, manage CRM, and coordinate with custodians and internal teams in support of high-net-worth clients.

The role requires a BA/BS and 1–3+ years of customer service, with strong communication and confidentiality. On-site work four days a week is expected.

Qualifications

• BA/BS degree required.
• 1–3+ years of customer service background preferred.
• Excellent verbal, written, analytical and organizational skills.
• Proficiency with MS Word, Excel, PowerPoint and Outlook.

Responsibilities

• Provide support to advisory teams with client data gathering and paperwork.
• Execute client funds transfers via custodian systems.
• Maintain CRM with client information, tasks and workflows.
• Facilitate account transfers with updates to the advisory team.
• Serve as main contact with custodian and technology service teams.
• Coordinate with other departments and clients’ other advisors as needed.
• Provide general office support and other duties as needed.

Skills

Customer service

Team collaboration

Excellent communication

Analytical skills

Organizational skills

Education

BA/BS degree

Tools

MS Word

Excel

PowerPoint

Outlook

CRM systems

Job description

Corient, a leading wealth manager, seeks an organized administrative professional to support advisory teams with client data gathering, paperwork, and ongoing office duties. You will execute funds transfers, manage CRM, and coordinate with custodians and internal teams in support of high-net-worth clients.

The role requires a BA/BS and 1–3+ years of customer service, with strong communication and confidentiality. On-site work four days a week is expected.