Wealth Reporting & Data Specialist

Corient Services LLC; Columbus (OH); On-site; USD 70,400 - 100,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plans

Employer paid Dental, Vision & Life insurance

Flexible Spending Accounts

Training Reimbursement

Job summary

Corient Services LLC, located in Columbus, Ohio, seeks a professional for client reporting management. The role involves building and maintaining reporting templates and data management to support Wealth Advisors.

Ideal candidates will have 3–5 years in client or investment portfolio reporting, preferably within wealth management. This exempt position offers a salary range of $70,400 – $100,000 and requires on-site work four days a week.

Benefits include a 401(k) plan, medical, dental, and life insurance, and paid professional development opportunities.

Qualifications

• 3–5 years experience in client or investment portfolio/performance reporting.
• Demonstrated proficiency with Addepar or similar reporting system.
• Strong analytical and problem-solving skills.

Responsibilities

• Build and maintain client reporting templates and portal views.
• Execute monthly and quarterly client reporting process cycles.
• Operate reporting data workflows and monitor critical elements.

Skills

Client reporting management

Analytical skills

Addepar proficiency

Problem-solving skills

Communication skills

Job description

Corient Services LLC, located in Columbus, Ohio, seeks a professional for client reporting management. The role involves building and maintaining reporting templates and data management to support Wealth Advisors.

Ideal candidates will have 3–5 years in client or investment portfolio reporting, preferably within wealth management. This exempt position offers a salary range of $70,400 – $100,000 and requires on-site work four days a week.

Benefits include a 401(k) plan, medical, dental, and life insurance, and paid professional development opportunities.