Wealth Client Services Specialist II

Corient Services LLC; Texas; Sur place; USD 65 000 - 95 000; Plein temps

Avantages offerts par ce poste

401(k) Plan with employer matching

Medical plan options (subsidized)

Dental, Vision & Life Insurance

Short-term & Long-term disability

Parental leave

FSA & HSA programs

Perkspot corporate discounts

Training reimbursement

Professional designations support

Volunteer days

Résumé du poste

Corient Services LLC is seeking a detail-oriented client service professional to act as the hub for client requests within our wealth management practice. You will coordinate with clients, advisors, and support teams to ensure timely execution and thorough follow-up, while handling data entry and reporting tasks with accuracy.

The role requires 3–5 years of experience, a Bachelor's degree, and proficiency with Salesforce, portfolio accounting software, DocuSign, and Microsoft Office.

Qualifications

• Bachelor's degree required.
• 3–5 years' experience preferred.
• Experience with Salesforce, portfolio accounting software, DocuSign, and Microsoft Office.
• Customer service background preferred.
• Excellent verbal, written, analytical, and organizational skills.

Responsabilités

• 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 advisory team meetings with clients.
• Input client and advisor requests into Salesforce and track completion.
• Retrieve and distribute client statements, tax documents, or reports.
• Generate portfolio reports.
• Complete required paperwork and open accounts for existing clients.

Connaissances

Client communication

Time management

Attention to detail

Independent worker

Team collaboration

Analytical skills

Formation

Bachelor's degree

Outils

Salesforce

Portfolio accounting software

DocuSign

Microsoft Office

Description du poste

Corient Services LLC is seeking a detail-oriented client service professional to act as the hub for client requests within our wealth management practice. You will coordinate with clients, advisors, and support teams to ensure timely execution and thorough follow-up, while handling data entry and reporting tasks with accuracy.

The role requires 3–5 years of experience, a Bachelor's degree, and proficiency with Salesforce, portfolio accounting software, DocuSign, and Microsoft Office.