Client Success Specialist II

Description

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.

Location :   St. Petersburg, FL

Overview

We are seeking a highly motivated, detail-oriented, and experienced Client Service Specialist II to join our team. The successful candidate will possess exceptional attention to detail, as well as a strong command of the English language with emphasis on writing, grammar, and punctuation. The Client Service Specialist II is expected to make a direct impact to the business by onboarding clients, working with Lead Advisors to support the needs of our clients, training and supporting Client Service team members, and acting as a liaison with our custodian, always delivering superior customer service.

Responsibilities :

• Manage end-to-end process of onboarding new clients, from straightforward to the most complex; prepare custodial paperwork to facilitate initial account investment, establish accounts with custodian, and reconcile holdings and cost basis on new and transferred accounts
• Provide superior internal and external client service by anticipating client needs, managing expectations and delivering quality product in a timely manner
• Trains, mentors and assists with other team members’ questions
• Develop skill sets to support additional areas of expertise, including Digital Concierge, technology tools, cost basis expert, financial planning
• Maintain client accounts, records, and systems in accordance with firm standards
• Perform daily reconciliation of internal accounting system with custodians
• Research and resolve client inquiries, including the most complex, in a timely manner
• Review daily reports and alerts to ensure data integrity
• Develop and maintain procedures and training materials
• Educate clients on account services and capabilities, participate in client meetings, including review of account materials for signature and digital concierge
• Participate in monthly, quarterly, and annual reporting processes
• Other duties and projects, as assigned

Qualifications and Requirements :

Physical Requirements

U.S. Eligibility Requirements

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 :

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

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.

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.