Wealth Management Client Services Specialist

CI Financial; Fort Lauderdale (FL); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options—multiple choices

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts

Job summary

Corient, a leading wealth management firm, seeks a seasoned client services professional to serve as the central point of contact for client requests. You will coordinate with advisors, support teams, and input data into Salesforce, while addressing client needs with a proactive and professional approach.

Applicants should have a bachelor's degree and at least five years of experience, with strong organizational, analytical, and communication skills.

Qualifications

• Bachelor's degree from an accredited institution.
• Minimum of 5 years’ experience in a related role.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite.
• Customer service background preferred.

Responsibilities

• Serve as central point of contact for ingesting client requests.
• Coordinate between client, advisor, and support teams to execute and track client requests.
• Address client needs promptly with a proactive approach.
• Demonstrate initiative in handling challenging client requests.
• Support data input for client prospecting and schedule meetings.
• Input client and advisor requests into Salesforce and track completion.
• Retrieve and distribute client statements, tax documents, or other reports.
• Generate portfolio reports and communicate with clients daily.

Skills

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Client service

Analytical skills

Organizational skills

Education

Bachelor's degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office

Job description

Corient, a leading wealth management firm, seeks a seasoned client services professional to serve as the central point of contact for client requests. You will coordinate with advisors, support teams, and input data into Salesforce, while addressing client needs with a proactive and professional approach.

Applicants should have a bachelor's degree and at least five years of experience, with strong organizational, analytical, and communication skills.