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.

Responsibilities

Serve as central point of contact for ingesting client requests

Coordinate between client, advisor, and additional support teams to execute & track against client requests

Support / data input for client prospecting

Input client and advisor requests into Salesforce, 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 in an articulate and professional manner

Complete required paperwork

Open accounts for existing clients

Qualifications & Requirements :

Bachelor's degree from an accredited institution

Minimum of 3-5 years' experience

Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)

Customer service background preferred

Excellent verbal, written, analytical, and organizational skills

Ability to identify, meet and follow through with client needs and requests

Able to work independently

Enjoy being part of a team

Must be highly flexible and confidential with all client and firm matters

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 :

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.