Wealth Client Services Pro

CI Financial; Town of Florida (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical, Dental, Vision & Life Ins.

Short/Long-term Disability Insurance

Paid Maternity & Parental Leave

Commuter & Transit FSA

Training Reimbursement

Volunteer days

Job summary

Corient is seeking an experienced administrative/operations assistant to support senior relationship managers with client requests and day-to-day tasks. You will process sub-docs and wires, book directives, and coordinate with CRM and Black Diamond systems to ensure smooth service delivery.

The role requires 5–7 years in wealth management, strong attention to detail, and proficiency in Excel. On-site work is required four days per week, with comprehensive benefits and a collaborative environment.

Qualifications

• Bachelor’s degree preferred (finance or business a plus).
• 5–7 years’ experience - preferably in the wealth management business.
• High level attention to detail.
• Responsiveness and timeliness is critical to the position.
• Excel and spreadsheet proficiency a plus.
• Familiarity with Black Diamond, Salesforce and Wealthscape a plus.

Responsibilities

• Work closely with senior relationship manager on client requests of an administrative or operational nature.
• Serve as contact person for day-to-day client requests or questions.
• Complete sub-docs and wires per client instruction.
• Record client directives and investment transactions into Black Diamond and/or CRM.
• Assist with reporting and reconciliation as needed.
• Fulfill internal requests designated by relationship managers.

Skills

Attention to detail

Timeliness

Excel proficiency

CRM familiarity

Wealth management experience

Communication

Education

Bachelor’s degree in finance or business

Tools

Black Diamond

Salesforce

Wealthscape

Job description

Corient is seeking an experienced administrative/operations assistant to support senior relationship managers with client requests and day-to-day tasks. You will process sub-docs and wires, book directives, and coordinate with CRM and Black Diamond systems to ensure smooth service delivery.

The role requires 5–7 years in wealth management, strong attention to detail, and proficiency in Excel. On-site work is required four days per week, with comprehensive benefits and a collaborative environment.