Client Service Specialist I

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

We are seeking a Client Service Specialist I to join our team! As a Client Service Specialist I, you work in a client focused, team centered environment assisting the advisory team in servicing the needs of the firm’s clients. You must be organized, have outstanding attention to detail, excellent computer proficiency, and great communication skills. You will regularly interface with clients and prospective clients, working to anticipate their needs, resolve their problems, and provide exceptional service. As a Client Service Specialist, your deep understanding of firm policies, procedures, and technology, enables you to support financial advisors in their daily business practices (e.g., client meetings, on boarding new clients, marketing, funds transfers, etc.). From maintaining back office efficiencies to driving firm initiatives, you work to ensure the client experience is second to none.

Responsibilities

Provide support to the advisory teams by administering client data gathering, paperwork preparation and monitoring, and ongoing administrative support

Execute client funds transfers via custodian systems

Maintain CRM (Client Relationship Management) system with client information, tasks, workflows, etc.

Facilitate account transfers with timely communication regarding status updates to advisory team

Main point of contact with custodian and firm's technology service teams

Interact with other departments, including Alternative Investments, as back-office support

Coordinate with clients’ other advisors as needed (CPAs, attorneys, etc.)

Provide general office support as needed

Other administrative duties as needed

Requirements

BA/BS degree or equivalent experience

5+ years of customer service background preferred

Enjoy being part of a team

Capable of adapting to change in a fast paced environment

Excellent verbal, written, analytical, and organizational skills

Community service driven and charitably minded

Strong sense of ethics and confidentiality with all matters in relation to the firm

Proficiency with MS Word, Excel, PowerPoint and Outlook

Additional Job Description

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Physical Requirements

This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

This position may require the ability to lift up to 15 pounds.

This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

Must be 18 years of age or older.

Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.

Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

401(k) Plan with Employer Matching

Four Medical Plan options that is generously subsidized by Corient

Employer paid Dental, Vision & Life and AD&D Insurance

Employer paid Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health Savings Accounts

Dependent Care FSA

Commuter & Transit FSA

Corporate Discount Program - Perkspot

Training Reimbursement

Paid Professional Designations

Giving back to the community - Volunteer days

Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

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