Wealth Client Services Associate II

Corient Services LLC; Boca Raton (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Disability Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Commuter & Transit FSA

Training Reimbursement

Professional Designations

Volunteer days

Job summary

Corient is seeking an experienced client services professional in Boca Raton, FL to support a senior relationship manager on client requests and operational tasks. You will manage wires, sub-docs, and fees, assist with reporting and tax information, and coordinate household needs. This role is onsite four days a week; a bachelor’s degree and 5–7 years in wealth management are preferred.

We offer a comprehensive benefits package and a collaborative, client-first culture.

Qualifications

• Bachelor’s degree preferred (finance or business a plus).
• 5–7 years' experience in wealth management is preferred.
• Strong attention to detail and timely responsiveness.

Responsibilities

• Work closely with senior relationship manager on client requests of an administrative or operational nature.
• Serve as day-to-day contact for client inquiries as directed by the relationship manager.
• Complete sub-docs and wires per client instruction.
• Input client directives and investment transactions into Black Diamond and/or CRM system.
• Assist with reporting and reconciliation as needed.
• Support internal projects and documentation for insurance, trust, and estate matters.
• Assist with household requests (e.g., bill pay) and with tax information.

Skills

Client services support

Attention to detail

Written and verbal communication

Excel proficiency

CRM familiarity

Education

Bachelor’s degree preferred (finance or business a plus)

Tools

Black Diamond

Salesforce

Wealthscape

Job description

Corient is seeking an experienced client services professional in Boca Raton, FL to support a senior relationship manager on client requests and operational tasks. You will manage wires, sub-docs, and fees, assist with reporting and tax information, and coordinate household needs. This role is onsite four days a week; a bachelor’s degree and 5–7 years in wealth management are preferred.

We offer a comprehensive benefits package and a collaborative, client-first culture.