Wealth Client Experience Specialist II
Listed on 2026-10-11
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Finance & Banking
Wealth Management
Corient is seeking a seasoned client services professional to support high-net-worth clients in a fast-paced wealth management environment. You will act as the central point of contact for client requests, coordinate with advisors and support teams, and ensure accurate data input into Salesforce and portfolio systems.
The ideal candidate has a minimum of 5 years of experience, a Bachelor’s degree, and strong communication and organizational skills.
Are you ready to take on the Wealth Client Experience Specialist II role at CI Financial?
This opportunity is part of our work in Sales.
The advertised compensation is 70.000 - 95.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Client Experience Specialist II role in the description above.
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