Serve as central point of contact for ingesting client requests
Coordinate between client, advisor, and additional support teams to execute & track against client requests
Communicate with clients daily, addressing their day-today needs in an articulate and professional manner
Support data input for client prospecting
Schedule meetings between advisory team & clients
Input client and advisor requests into Salesforce, track completion
Retrieve and distribute client statements, tax documents, or other report
Generate portfolio reports
Complete required paperwork
Open accounts for existing clients
Qualifications & Requirements
Bachelor's degree from an accredited institution or equivalent experience
Minimum of 1-3 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
Competencies
Detail orientation
Service orientation
Action orientation
Communication
Responsiveness
Follow-through
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-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
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.
Ci · IL Chicago 10 Swacker 3100