Wealth Management Client Services Specialist II

Corient Services LLC; Fort Lauderdale (FL); Sur place; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

401(k) Plan with Employer Matching

Medical Plan options (4 choices)

Dental, Vision & Life and AD&D

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts & HealthS

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Résumé du poste

Corient Services LLC is seeking a skilled Client Services/Wealth Management support professional in Fort Lauderdale to act as the central contact for client requests. You will coordinate with clients, advisors, and support teams to execute tasks, address needs, and manage documentation efficiently.

The candidate will input data into Salesforce, generate reports, and assist with prospecting. A 5+ year customer service background and strong communication skills are required.

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.
• Able to work independently and as part of a team.

Responsabilités

• Serve as central point of contact for ingesting client requests.
• Coordinate between client, advisor, and support teams to execute and track 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 and clients.
• Input client and advisor requests into Salesforce and 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 professionally.
• Complete required paperwork.
• Open accounts for existing clients.
• Understand firm's wealth management process.

Connaissances

Customer service

Communication skills

Analytical ability

Organizational skills

Formation

Bachelor's degree

Outils

Salesforce

Portfolio accounting software

DocuSign

Microsoft Office

Description du poste

Corient Services LLC is seeking a skilled Client Services/Wealth Management support professional in Fort Lauderdale to act as the central contact for client requests. You will coordinate with clients, advisors, and support teams to execute tasks, address needs, and manage documentation efficiently.

The candidate will input data into Salesforce, generate reports, and assist with prospecting. A 5+ year customer service background and strong communication skills are required.