Wealth Client Services Specialist II
Listed on 2026-10-11
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Finance & Banking
Financial Services, Banking & Finance, Wealth Management
Corient is seeking a seasoned client services professional to support wealth management activities in a fast-paced office environment in the United States. The role requires close collaboration with clients, advisors, and support teams to ensure accurate processing of requests, timely preparation of statements and reports, and proactive handling of day-to-day client needs.
The candidate should have a minimum of 5 years of experience, proficiency with Salesforce and portfolio accounting tools,
We are currently recruiting a Wealth Client Services Specialist II for our team in Atlanta, GA, United States.
We are looking to fill the Wealth Client Services Specialist II position at Corient in Atlanta, GA, United States.
The Wealth Client Services Specialist II role at Corient is now open for applications in Atlanta, GA, United States.
Join us at Corient as our next Wealth Client Services Specialist II in Atlanta, GA, United States.
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