Wealth Client Services Specialist II

Corient; Morristown (NJ); Hybride; USD 60 000 - 85 000; Plein temps

Avantages offerts par ce poste

401(k) with employer match

Medical, dental, vision insurance

Disability insurance (short/long-term)

Maternity & parental leave

Commuter benefits

Résumé du poste

Corient seeks a Client Service Specialist II in Morristown, NJ to act as the central contact for client requests and coordinate with advisors and support teams. The role involves daily client communication, data input into Salesforce, and preparing portfolio reports.

Requirements include a Bachelor's degree or equivalent, 1–3 years of experience, and proficiency with Salesforce, DocuSign, and Microsoft Office. Onsite four days weekly with a strong emphasis on client confidentiality and teamwork.

Qualifications

• Bachelor's degree or equivalent experience.
• 1–3 years' experience.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Office.
• 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.

Responsabilités

• 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-to-day 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 report.
• Generate portfolio reports.
• Complete required paperwork.
• Open accounts for existing clients.

Connaissances

Communication

Customer Service

Detail Orientation

Organizational Skills

Independent Worker

Team Player

Formation

Bachelor's degree or equivalent experience

Outils

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office

Description du poste

Corient seeks a Client Service Specialist II in Morristown, NJ to act as the central contact for client requests and coordinate with advisors and support teams. The role involves daily client communication, data input into Salesforce, and preparing portfolio reports.

Requirements include a Bachelor's degree or equivalent, 1–3 years of experience, and proficiency with Salesforce, DocuSign, and Microsoft Office. Onsite four days weekly with a strong emphasis on client confidentiality and teamwork.