Wealth Management Client Service Lead

Corient Private Wealth LLC.; Morristown (NJ); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

401(k) matching

Medical plans

Dental & Vision

Short-term & Long-term Disability

Parental Leave

FSAs & HSA

Transit benefits

Perkspot discounts

Training reimbursements

Professional designations paid

Volunteer days

Job summary

Corient Private Wealth LLC. seeks a Client Service Lead in Morristown, NJ to guide a team of Client Service Associates, ensuring efficient operations and outstanding client service.

You will collaborate with clients, advisors, and internal teams to oversee all client-related activities and drive continuous improvement. The role demands 5+ years in financial services with leadership experience, superb communication, and strong CRM/Excel skills.

Qualifications

• Bachelor's degree required.
• Minimum 5 years in financial services with at least 3 years in a leadership role.
• Proven ability to lead, develop, and inspire high-performing teams.
• Strong strategic thinking, decision-making, and change management skills.
• Excellent communication and cross-functional collaboration abilities.
• Advanced proficiency in CRM systems (Salesforce) and MS Office; Excel competency expected.

Responsibilities

• Lead and oversee a team of Client Service Associates, fostering collaboration and accountability.
• Partner with clients, advisors, internal teams and 3rd parties to oversee operations.
• Monitor status, progress, and quality of client-related activities for consistent delivery.
• Ensure quality, timeliness, and consistency of the team's output and accountability.
• Manage workload distribution, set priorities, and monitor performance metrics.
• Drive process improvements to enhance efficiency and service delivery.
• Coach and develop junior team members with ongoing feedback and training.
• Operate within client systems (e.g., Salesforce, Addepar) ensuring data accuracy.
• Ensure adherence to firm policies, procedures, and regulatory guidelines.
• Identify opportunities to improve client and business outcomes with leadership.

Skills

Leadership

Strategic thinking

Change management

Communication

Cross-functional collaboration

Decision making

Analytical skills

Team development

Excel

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office Suite

Excel

Job description

Corient Private Wealth LLC. seeks a Client Service Lead in Morristown, NJ to guide a team of Client Service Associates, ensuring efficient operations and outstanding client service.

You will collaborate with clients, advisors, and internal teams to oversee all client-related activities and drive continuous improvement. The role demands 5+ years in financial services with leadership experience, superb communication, and strong CRM/Excel skills.