Client Service Specialist II

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.
• Pay Information
• 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 execute Corient's Employee Agreement or Confidentiality and Non-

Additional Information

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.

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