Wealth Client Services Specialist – Growth & Impact

Corient; Birmingham (MI); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Disability Insurance

Paid Parental Leave

Flexible Spending Accounts

Job summary

Corient is seeking a client services professional to serve as the central point of contact for client requests, coordinating with advisors, support teams, and Salesforce to ensure timely execution and tracking.

The role emphasizes strong communication, data entry, and teamwork, with a focus on confidentially handling client information and supporting the advisory team and clients alike.

Qualifications

• Bachelor's degree from an accredited institution.
• Minimum of 3-5 years' experience.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)
• Customer service background preferred
• Excellent verbal, written, analytical, and organizational skills
• Ability to identify, meet and follow through with client needs and requests
• Able to work independently
• Enjoy being part of a team
• Must be highly flexible and confidential with all client and firm matters

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 reports
• Generate portfolio reports
• Complete required paperwork
• Open accounts for existing clients

Skills

Customer service

Verbal communication

Written communication

Analytical skills

Organizational skills

Independence

Team player

Confidentiality

Education

Bachelor's degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Job description

Corient is seeking a client services professional to serve as the central point of contact for client requests, coordinating with advisors, support teams, and Salesforce to ensure timely execution and tracking.

The role emphasizes strong communication, data entry, and teamwork, with a focus on confidentially handling client information and supporting the advisory team and clients alike.