Wealth Client Services Associate

Corient Services LLC; Indianapolis (IN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

AD&D Insurance

Disability Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient Services LLC is seeking an organized administrative professional to support advisory teams, handle client data gathering, and monitor paperwork. You will execute client funds transfers via custodian systems and maintain the CRM with accurate client information and tasks.

As a key liaison to custodians and technology teams, you will collaborate with other departments, coordinate with clients’ advisors, and provide general office support.

Qualifications

• BA/BS degree required.
• 1–3+ years of customer service background preferred.
• Enjoy being part of a team.
• Capable of adapting to change in a fast-paced environment.
• Excellent verbal, written, analytical, and organizational skills.
• Community service driven and charitably minded.
• Strong sense of ethics and confidentiality with all firm matters.
• Proficiency with MS Word, Excel, PowerPoint and Outlook.

Responsibilities

• Provide support to advisory teams by administering client data gathering, paperwork preparation and monitoring, and ongoing administrative support.
• Execute client funds transfers via custodian systems.
• Maintain CRM system with client information, tasks, workflows, etc.
• Facilitate account transfers with timely status updates to advisory team.
• Main point of contact with custodian and firm's technology service teams.
• Interact with other departments, including Alternative Investments, as back office support.
• Coordinate with clients’ other advisors as needed (CPAs, attorneys, etc.).
• Provide general office support as needed.
• Other administrative duties as needed.

Skills

Customer service

Team player

Adaptability

Analytical skills

Organizational skills

MS Word

MS Excel

MS PowerPoint

MS Outlook

Education

BA/BS degree

Tools

MS Word

Excel

PowerPoint

Outlook

Job description

Corient Services LLC is seeking an organized administrative professional to support advisory teams, handle client data gathering, and monitor paperwork. You will execute client funds transfers via custodian systems and maintain the CRM with accurate client information and tasks.

As a key liaison to custodians and technology teams, you will collaborate with other departments, coordinate with clients’ advisors, and provide general office support.