Senior Client Service Specialist

Responsibilities

• Manage the complete client life cycle for assigned relationships.
• Cultivate & maintain strong relationships with clients, colleagues & external partners.
• Prepare and process client onboarding documentation.
• Facilitate money movements, transfers of assets, charitable contributions and RMDs with high level of accuracy.
• Monitor cash & account activity, custodian alerts and confirm completion of submitted requests.
• Prepare for and attend client meetings as necessary, manage follow-up and documentation.
• Monitor external alternative investments; complete subscription agreements, process & track capital calls/distributions.
• Provide quarterly overview of billing calculations using provided comparisons.
• Proactively communicate with and anticipate the unique needs of your clients.
• Create & maintain formula-based analytics using Excel.
• Manage special projects and life events based on client requests.
• Qualifications & Requirements
• A bachelor's degree
• Minimum of five years of experience at an RIA or similar financial services company
• Proficiency in Salesforce or similar CRM system
• Proficiency in Microsoft Office, with a high level of competency in Excel
• Complete integrity with an uncompromised reputation
• Ability to maintain total confidentiality
• An excellent team player who enjoys collaboration but also works well individually
• Strong work ethic
• Strong verbal and written communication skills
• Excellent analytical and organizational skills
• Ability to remain detail-oriented while multi-tasking and working at a fast pace
• Ability to take ownership of projects and carry them through to completion
• Travel is not required
• 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

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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