Wealth Client Services Specialist II

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

Benefits offered by this job

401(k) Plan with Employer Matching

Four medical plan options

Dental, Vision & Life Insurance withAD

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health-SV

Dependent Care FSA

Commuter & Transit FSA

Corporate Discount Program - Perkspot

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient Services LLC is seeking a detail-oriented client services professional to act as a central contact for client requests, coordinating between clients, advisors, and support teams. You will manage daily communications, data input, and portfolio reporting to ensure accurate and timely service.

The role requires 1–3 years of experience, a Bachelor’s degree or equivalent, and proficiency with Salesforce, DocuSign, and Microsoft Office. On-site presence is required in New Jersey.

Qualifications

• Bachelor's degree or equivalent experience is required.
• 1–3 years of experience in a relevant role.
• Experience with Salesforce, portfolio accounting software, DocuSign, and Microsoft Office.
• Customer service background preferred.
• Excellent verbal, written, analytical, and organizational skills.
• Ability to identify and respond to client needs.
• Able to work independently and as part of a team.
• Maintain confidentiality with client and firm matters.

Responsibilities

• Serve as central point of contact for ingesting client requests.
• Coordinate between client, advisor, and support teams to execute and track requests.
• Communicate with clients daily in a professional manner.
• Support data input for client prospecting.
• Schedule meetings between advisory team and clients.
• Input requests into Salesforce and track completion.
• Retrieve and distribute client statements, tax documents, or reports.
• Generate portfolio reports.
• Complete required paperwork.
• Open accounts for existing clients.

Skills

Customer service

Verbal communication

Written communication

Organizational skills

Independent worker

Team player

Attention to detail

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

DocuSign

Microsoft Office

Portfolio accounting software

Job description

Corient Services LLC is seeking a detail-oriented client services professional to act as a central contact for client requests, coordinating between clients, advisors, and support teams. You will manage daily communications, data input, and portfolio reporting to ensure accurate and timely service.

The role requires 1–3 years of experience, a Bachelor’s degree or equivalent, and proficiency with Salesforce, DocuSign, and Microsoft Office. On-site presence is required in New Jersey.