Wealth Client Services Specialist II

Corient Services LLC; Columbus (OH); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

401(k) Match

Medical plans (4 options)

Dental, Vision & Life Insurance

Disability Insurance

Parental Leave

FSA & HSA

Job summary

Corient Services LLC is a leading wealth manager serving high- and ultra-high-net-worth clients. This role focuses on delivering exceptional client service, coordinating between clients and advisory teams, and maintaining accurate data in Salesforce and related systems.

The position requires a Bachelor's degree and 3–5 years in client service, with strong communication and confidentiality. Onsite work four days a week with comprehensive benefits is provided.

Qualifications

• Bachelor's degree from an accredited institution.
• 3–5 years' experience in a client service/wealth management environment.
• 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 against client requests.
• Communicate with clients daily, addressing day-to-day needs professionally.
• Support data input for client prospecting and input client/advisor requests into Salesforce.

Skills

Customer service

Communication

Analytical skills

Organizational skills

Independence

Team player

Confidentiality

Education

Bachelor's degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Job description

Corient Services LLC is a leading wealth manager serving high- and ultra-high-net-worth clients. This role focuses on delivering exceptional client service, coordinating between clients and advisory teams, and maintaining accurate data in Salesforce and related systems.

The position requires a Bachelor's degree and 3–5 years in client service, with strong communication and confidentiality. Onsite work four days a week with comprehensive benefits is provided.