Wealth Client Services Specialist II

Corient; Columbus (OH); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

401(k) with matching

Medical plans (4 options)

Dental & Vision Insurance

Paid parental leave

FSA/HSAs

Commuter benefits

Training reimbursement

Professional designations support

Volunteer days

Job summary

Corient in Columbus, OH is seeking a Client Service Specialist II to act as the central contact for client requests and coordinate with advisors and support teams to execute and track client actions.

The role requires a bachelor’s degree and 3–5 years of experience, plus proficiency with Salesforce, portfolio accounting software, DocuSign, and Microsoft Office. Onsite work four days per week and strong client-service skills are essential.

Qualifications

• Bachelor's degree from an accredited institution.
• Minimum of 3-5 years' experience.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite.

Responsibilities

• Serve as central point of contact for ingesting client requests.
• Coordinate between client, advisor, and support teams to execute & track requests.
• Communicate with clients daily in a professional manner.
• Support data input for client prospecting and input requests into Salesforce.
• Schedule meetings between advisory team and clients.
• Retrieve and distribute client statements, tax documents, or reports.
• Generate portfolio reports and complete required paperwork.
• Open accounts for existing clients.

Skills

Verbal communication

Written communication

Analytical skills

Organizational skills

Customer service

Education

Bachelor's degree

Tools

Salesforce

Portfolio accounting software

DocuSign

Microsoft Office

Job description

Corient in Columbus, OH is seeking a Client Service Specialist II to act as the central contact for client requests and coordinate with advisors and support teams to execute and track client actions.

The role requires a bachelor’s degree and 3–5 years of experience, plus proficiency with Salesforce, portfolio accounting software, DocuSign, and Microsoft Office. Onsite work four days per week and strong client-service skills are essential.