Client Service Lead

Responsibilities

• Lead and oversee a team of Client Service Associates, fostering a culture of collaboration, accountability, and continuous improvement.
• Partner across clients, advisors, and other internal teams and 3rd parties to oversee all operational and administrative activities required to support client relationships.
• Monitor the status, progress, and quality of all client-related activities to ensure consistent execution, operational excellence, and client satisfaction.
• Ensure quality, timeliness, and consistency of team's work, and maintain accountability for team's output.
• Manage workload distribution, set priorities, and monitor performance metrics for team members.
• Lead team-level process improvements by implementing changes that enhance consistency, efficiency, and overall service delivery.
• Coach and develop junior team members by providing structured guidance, ongoing feedback, and targeted training.
• Operate within any applicable client systems (e.g., Salesforce, Addepar, etc.), ensuring all client data is complete, accurate, and up to date.
• Ensure ongoing adherence to firm policies, procedures, and compliance standards, as well as any applicable legal and regulatory guidelines.
• Proactively seek out and pursue opportunities to drive improved client and business outcomes, in partnership with firm leadership.
• Qualifications & Requirements
• A bachelor's degree
• Minimum 5 years of experience in financial services, with at least 3 years in a leadership or supervisory capacity.
• Proven ability to lead, develop, and inspire high-performing teams.
• Strong strategic thinking and decision-making skills, with the ability to manage escalations and drive effective outcomes.
• Demonstrated success in leading change management initiatives and driving organizational transformation.
• Highly collaborative, with the ability to partner effectively across cross-functional teams.
• Exceptional communication (both verbal and written) and interpersonal skills.
• Advanced proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite, and a (high level of competency in Excel)
• Strong decision making-skills and ability to handle escalated client issues effectively.
• Demonstrated ability to manage and develop high-performing teams.
• Excellent team player
• Demonstrates a strong work ethic with consistent ability to take full ownership of projects and carrying through to completion.
• Excellent analytical and organizational skills, with keen attention to detail in fast-paced, multi-tasking environments.
• 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 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 requi

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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