Wealth Client Services Specialist II

ci; Columbus (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Employer paid Dental, Vision & Life

Disability insurance

Paid Maternity & Parental Leave

FSA & HSA

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient is seeking a Client Services/Operations professional to serve as the central point of contact for client requests, coordinating with advisors and support teams to ensure timely execution. You will handle daily client communications and support data input for prospecting and reporting.

The role requires at least 3–5 years of experience, a Bachelor's degree, and proficiency with Salesforce and related tools. Onsite 4 days/week with strong confidentiality and team collaboration.

Qualifications

• Bachelor's degree from an accredited institution.
• Minimum of 3-5 years' experience.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite.
• Customer service background preferred.
• Excellent verbal, written, analytical, and organizational skills.

Responsibilities

• Serve as central point of contact for ingesting client requests.
• Coordinate between client, advisor, and support teams to execute & track against client requests.
• Communicate with clients daily, addressing their day-to-day 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

Communication

Detail orientation

Service orientation

Action orientation

Responsiveness

Follow-through

Independent worker

Team player

Verbal communication

Written communication

Education

Bachelor's degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Job description

Corient is seeking a Client Services/Operations professional to serve as the central point of contact for client requests, coordinating with advisors and support teams to ensure timely execution. You will handle daily client communications and support data input for prospecting and reporting.

The role requires at least 3–5 years of experience, a Bachelor's degree, and proficiency with Salesforce and related tools. Onsite 4 days/week with strong confidentiality and team collaboration.