Wealth Client Services Lead & Salesforce Administrator

Corient; Boston (MA); On-site; USD 108,000 - 135,000; Full time

Benefits offered by this job

401k plan

Medical plans

Dental insurance

Vision insurance

Life insurance

AD&D insurance

Short-term disability

Long-term disability

Parental leave

FSA/HSA

Dependent care FSA

Commuter FSA

Discount program

Training reimbursement

Professional designation support

Volunteer days

Job summary

Corient in Boston is seeking a Client Service Manager to lead a team of professionals, optimize client service processes, and act as the regional Salesforce administrator. You will drive metrics-based decisions and collaborate with Advisors, Managing Partners, and Team Leads to deliver superior service.

The role requires 5–7 years of experience, a Bachelor’s degree, and travel quarterly to OH, IN, and Western PA. A strong client-service mindset and cross-functional collaboration are essential.

Qualifications

• Bachelor’s degree from an accredited institution.
• 5–7 years of professional experience.
• 3–5 years of experience managing teams.
• Experience with Salesforce, DocuSign, Microsoft Suite, and portfolio accounting software (or ability to learn quickly).
• Strong communication, organization, and problem-solving skills.
• A customer service mindset and a collaborative, team-first attitude.
• Willingness to travel quarterly to OH, IN, and Western PA.

Responsibilities

• Create and implement business processes to improve efficiency and consistency across offices.
• Lead a team of 4 direct reports and provide dotted-line support to 15+ team members.
• Respond quickly and effectively to client or advisor issues, ensuring timely resolution.
• Generate and analyze business metrics using Salesforce to support decision-making.
• Serve as the regional Salesforce administrator and trainer, helping teams use the platform effectively.
• Manage business configurations and support special projects as needed.
• Meet regularly with Advisors, Managing Partners, and Team Leads to understand needs and drive improvements.

Skills

Salesforce

Team leadership

Communication

Problem solving

Attention to detail

Travel readiness

Education

Bachelor's degree

Tools

Salesforce

DocuSign

Microsoft Office

Portfolio accounting software

Job description

Corient in Boston is seeking a Client Service Manager to lead a team of professionals, optimize client service processes, and act as the regional Salesforce administrator. You will drive metrics-based decisions and collaborate with Advisors, Managing Partners, and Team Leads to deliver superior service.

The role requires 5–7 years of experience, a Bachelor’s degree, and travel quarterly to OH, IN, and Western PA. A strong client-service mindset and cross-functional collaboration are essential.