Wealth Client Services Specialist II

Corient Services LLC; Westbrook (CT); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) Matching

Medical Plan options

Dental & Vision Insurance

Life & AD&D Insurance

Paid Parental Leave

Commuter & Transit benefits

Training Reimbursement

Job summary

Corient Services LLC is seeking a Client Service Specialist II to act as the primary administrative contact for our high‑net‑worth client base. You will coordinate between clients, advisors, and internal teams to ensure timely and accurate delivery of all client deliverables, while maintaining confidentiality and professionalism.

The role requires 3–5 years in client service or operations, proficiency with Salesforce and DocuSign, and strong organizational skills.

Qualifications

• Bachelor's degree from an accredited institution or equivalent experience.
• 3–5 years of client service, administrative support, or operations experience.
• Strong administrative capabilities and workflow/documentation proficiency.
• Experience with Salesforce, portfolio accounting systems, DocuSign, and Microsoft Office Suite.

Responsibilities

• Serve as the primary administrative point of contact for ingesting, organizing, and prioritizing client requests.
• Coordinate between clients, advisors, and internal support teams to execute and track client deliverables.
• Maintain professional communication with clients, addressing day-to-day needs with responsiveness and attention to detail.
• Perform administrative functions including documentation processing, account maintenance, and workflow coordination.
• Enter, monitor, and update client/advisor requests within Salesforce with accurate tracking.
• Retrieve, organize, and distribute client documents securely and promptly.
• Generate and organize portfolio reports to support client communications and advisory decisions.

Skills

Administrative skills

Organizational skills

Client service orientation

Attention to detail

Verbal and written communication

Discretion and confidentiality

Education

Bachelor's degree

Tools

Salesforce

Portfolio accounting systems

DocuSign

Microsoft Office Suite

Job description

Corient Services LLC is seeking a Client Service Specialist II to act as the primary administrative contact for our high‑net‑worth client base. You will coordinate between clients, advisors, and internal teams to ensure timely and accurate delivery of all client deliverables, while maintaining confidentiality and professionalism.

The role requires 3–5 years in client service or operations, proficiency with Salesforce and DocuSign, and strong organizational skills.