Wealth Client Services Specialist II

Corient Services LLC; Denver (CO); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan Options

Dental, Vision & Life Insurance

Short/Long-Term Disability

Parental Leave

FSA & HSA

Job summary

Corient Services LLC is seeking a client services specialist to act as the central liaison for client requests, coordinating between clients, advisors, and support teams. You will input data into Salesforce, prepare portfolio reports, and schedule meetings with clients.

Requires a Bachelor’s degree and at least 5 years of experience with Salesforce, portfolio accounting software, and DocuSign. Strong communication, organizational, and confidentiality skills are essential in a fast-paced wealth

Qualifications

• Bachelor's degree from an accredited institution.
• Minimum of 5 years’ experience in a client service/advisory context.
• 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.
• Must be a goal-oriented team player with a ‘no job is beneath me’ attitude.

Responsibilities

• Serve as central point of contact for ingesting client requests.
• Coordinate between client, advisor, and support teams to execute and track client requests.
• Take prompt action to address client needs and communicate effectively with clients.
• Support data input for client prospecting and input into Salesforce.
• Schedule meetings between advisory team and clients; retrieve and distribute client statements and reports.
• Generate portfolio reports and ensure confidentiality and accuracy of data.

Skills

Customer service

Verbal communication

Written communication

Analytical thinking

Organizational skills

Independence

Team collaboration

Confidentiality

Flexibility

Attention to detail

Education

Bachelor's degree

Tools

Salesforce

Portfolio accounting software

DocuSign

Microsoft Office

Job description

Corient Services LLC is seeking a client services specialist to act as the central liaison for client requests, coordinating between clients, advisors, and support teams. You will input data into Salesforce, prepare portfolio reports, and schedule meetings with clients.

Requires a Bachelor’s degree and at least 5 years of experience with Salesforce, portfolio accounting software, and DocuSign. Strong communication, organizational, and confidentiality skills are essential in a fast-paced wealth