Wealth Client Services Specialist II

Corient; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) Matching

Medical plans

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Commuter benefits

Professional designations support

Volunteer days

Job summary

Corient is seeking a seasoned client services professional to support wealth management activities in a fast-paced office environment in the United States. The role requires close collaboration with clients, advisors, and support teams to ensure accurate processing of requests, timely preparation of statements and reports, and proactive handling of day-to-day client needs.

The candidate should have a minimum of 5 years of experience, proficiency with Salesforce and portfolio accounting tools,

Qualifications

• Bachelor's degree from an accredited institution.
• Minimum of 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 request.
• Must be a goal-oriented team player with a ‘no job is beneath me’ attitude.
• Community service driven and charitably minded.
• 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.
• Take prompt effective action to address client needs.
• Demonstrate a proactive and action-oriented approach to handling challenging client requests.
• 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.
• Communicate with clients daily addressing their day-to-day needs in an articulate and professional manner.
• Complete required paperwork.
• Open accounts for existing clients.
• Understand firm's wealth management process.

Skills

Salesforce

Portfolio accounting software

DocuSign

Microsoft Office

Customer service

Client needs assessment

Team player

Education

Bachelor's degree from an accredited institution

Tools

Microsoft 365

Job description

Corient is seeking a seasoned client services professional to support wealth management activities in a fast-paced office environment in the United States. The role requires close collaboration with clients, advisors, and support teams to ensure accurate processing of requests, timely preparation of statements and reports, and proactive handling of day-to-day client needs.

The candidate should have a minimum of 5 years of experience, proficiency with Salesforce and portfolio accounting tools,