Wealth Client Services Specialist II

CI Financial; Garden City (ID); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

401(k) plan

Medical plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Parental Leave

FSA/HSA

Commuter Benefits

Professional Development

Job summary

Corient, a leading wealth-management firm, is seeking a client operations specialist to serve as the central contact for client requests, coordinating with advisors and support teams, and ensuring timely, accurate delivery of statements, reports, and onboarding.

You will work with Salesforce, portfolio accounting tools, and the Microsoft Suite, providing daily client service, data input for prospecting, and scheduling meetings.

Qualifications

• Bachelor’s degree from an accredited institution
• Minimum of 3-5 years’ experience
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)
• Customer service background preferred
• Excellent verbal, written, analytical, and organizational skills
• Ability to identify, meet and follow through with client needs and requests
• Able to work independently
• Enjoy being part of a team
• Must be highly flexible and confidential with all client and firm matters

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

Verbal communication

Written communication

Analytical skills

Organizational skills

Independent work

Team player

Confidentiality

Client focus

Education

Bachelor’s degree from an accredited institution

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Job description

Corient, a leading wealth-management firm, is seeking a client operations specialist to serve as the central contact for client requests, coordinating with advisors and support teams, and ensuring timely, accurate delivery of statements, reports, and onboarding.

You will work with Salesforce, portfolio accounting tools, and the Microsoft Suite, providing daily client service, data input for prospecting, and scheduling meetings.