Client Success Specialist II

CI Financial Corp.St. Petersburg, FL, US

10 hours ago

Job type

Permanent

Job description

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 :

BA / BS degree required

Minimum two (2) years’ work experience in Financial Services; working knowledge of operations in a Registered Investment Adviser (RIA) firm preferred

Experience utilizing Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, and Salesforce CRM, a plus

Excellent written and oral communication skills required, including spelling, grammar, punctuation, and business writing

Proficient in all MS Office applications, particularly Word, Excel, and Outlook

Professional, personable, tactful, efficient, and self-motivated.

Collaborative, creative, team player, and problem-solver.

Strong interpersonal skills and sense of teamwork valued.

Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required.

Strong written and verbal communications skills.

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 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 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.

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Client Specialist • St. Petersburg, FL, US