Wealth Client Services Specialist II

Corient; Dallas (TX); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options (4)

Dental, Vision & Life Insurance

Disability Insurance

Maternity & Parental Leave

Flexible Spending Accounts & Health_SA

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient seeks a Client Service Specialist II to serve as the central liaison for client requests, coordinating with advisors and support teams to execute and track actions. The role involves daily client communication, data input, and preparation of reports.

Ideal candidates have a BS degree, 3–5 years of experience, and proficiency with Salesforce, DocuSign, and portfolio accounting software, along with excellent written and verbal skills.

Qualifications

• Bachelor's degree from an accredited institution.
• 3-5 years' experience.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite.
• Customer service background preferred.
• Excellent verbal, written, analytical, and organizational skills.
• Ability to identify, meet and follow through with client needs.
• Able to work independently.
• Enjoy being part of a team.

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

Salesforce proficiency

Portfolio accounting software

DocuSign

Microsoft Office Suite

Customer service experience

Communication skills

Independent worker

Team player

Education

Bachelor's degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office

Job description

Corient seeks a Client Service Specialist II to serve as the central liaison for client requests, coordinating with advisors and support teams to execute and track actions. The role involves daily client communication, data input, and preparation of reports.

Ideal candidates have a BS degree, 3–5 years of experience, and proficiency with Salesforce, DocuSign, and portfolio accounting software, along with excellent written and verbal skills.