Wealth Client Services Specialist

Corient; Chicago (IL); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan Options (4 plans)

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

Flexible Spending Accounts & Health-SH

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Professional Designations

Volunteer days

Job summary

Corient is a leading wealth management firm serving U.S. clients with distinguished service and objective guidance.

We seek a detail-focused Client Service Associate to ingest requests, coordinate with advisors, input data in Salesforce, and prepare client reports. On-site in Illinois, you will support daily client needs, schedule meetings, and help maintain confidentiality and high service standards.

Qualifications

• Bachelor's degree or equivalent experience.
• 1–3 years' experience.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, and Microsoft Suite.
• Customer service background preferred.
• Excellent verbal, written, analytical, and organizational skills.
• Ability to identify and fulfill client needs independently and in a team setting.

Responsibilities

• Serve as central point of contact for ingesting client requests
• Coordinate between client, advisor, and additional support teams to execute & track against client requests
• Communicate with clients daily, addressing their day-today needs in an articulate and professional manner
• Support data input for client prospecting
• Schedule meetings between advisory team & clients
• Input client and advisor requests into Salesforce, track completion
• Retrieve and distribute client statements, tax documents, or other report
• Generate portfolio reports
• Complete required paperwork
• Open accounts for existing clients

Skills

Customer service

Communication skills

Analytical skills

Organizational skills

Team player

Independent worker

Confidentiality

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Job description

Corient is a leading wealth management firm serving U.S. clients with distinguished service and objective guidance.

We seek a detail-focused Client Service Associate to ingest requests, coordinate with advisors, input data in Salesforce, and prepare client reports. On-site in Illinois, you will support daily client needs, schedule meetings, and help maintain confidentiality and high service standards.