Wealth Client Services Lead & Salesforce Ops

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

Benefits offered by this job

401(k) matching

Medical plan options

Dental/Vision/Life/AD&D

Short/Long-term disability

Paid maternity & parental leave

FSA options

Dependent Care FSA

Commuter & Transit FSA

Training reimbursement

Professional designations

Volunteer days

Job summary

Corient Services LLC in Boston is seeking a seasoned Salesforce Administrator and people-leader to streamline business processes and drive efficiency across offices. You will manage a team of 4 direct reports with dotted-line support for 15+ colleagues and partner with Advisors and Partners to implement improvements.

The role requires 5-7 years of professional experience, strong communication, and the ability to travel quarterly to OH, IN, and Western PA; you will work onsite 4 days per week in

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.
• Strong communication, organization, and problem-solving skills.

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 experience

DocuSign

Microsoft Suite

Portfolio accounting software

Communication

Organization

Problem-solving

Travel willingness

Education

Bachelor’s degree

Tools

Salesforce

DocuSign

Microsoft Office

Portfolio accounting software

Job description

Corient Services LLC in Boston is seeking a seasoned Salesforce Administrator and people-leader to streamline business processes and drive efficiency across offices. You will manage a team of 4 direct reports with dotted-line support for 15+ colleagues and partner with Advisors and Partners to implement improvements.

The role requires 5-7 years of professional experience, strong communication, and the ability to travel quarterly to OH, IN, and Western PA; you will work onsite 4 days per week in