Wealth Concierge: Client Service Specialist II

Corient Services LLC; Atlanta (GA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) Matching

Medical plans

Dental Vision Life

Disability Insurance

Maternity Leave

FSAs

Perkspot discount

Training Reimbursement

Professional designations

Volunteer days

Job summary

Corient, Atlanta, GA, seeks a Client Services Associate to serve as the central contact for client requests and coordinate between clients, advisors, and support teams. You will ensure timely action, support client prospecting, and manage paperwork and account openings.

The ideal candidate has a Bachelor's degree and at least 5 years of experience, with proficiency in Salesforce, portfolio accounting software, DocuSign, and Microsoft Office.

Qualifications

• Bachelor's degree from an accredited institution.
• Minimum of 5 years’ experience.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite.
• Customer service background preferred.
• Excellent verbal, written, analytical, and organizational skills.
• Ability to identify, meet and follow through with client needs; goal-oriented team player.
• Must be confidential with all client and firm matters.
• Able to work independently and as part of a team.

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.
• Take prompt effective action to address client needs.
• Demonstrate a proactive and action-oriented approach to handling challenging client requests.
• 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.
• Communicate with clients daily addressing their day-to-day needs in an articulate and professional manner.
• Complete required paperwork.
• Open accounts for existing clients.
• Understand firm's wealth management process.

Skills

Customer service

Verbal communication

Written communication

Analytical skills

Organizational skills

Team player

Discretion

Independent worker

Education

Bachelor's degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Job description

Corient, Atlanta, GA, seeks a Client Services Associate to serve as the central contact for client requests and coordinate between clients, advisors, and support teams. You will ensure timely action, support client prospecting, and manage paperwork and account openings.

The ideal candidate has a Bachelor's degree and at least 5 years of experience, with proficiency in Salesforce, portfolio accounting software, DocuSign, and Microsoft Office.