Senior Client Service Specialist

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.

• Manage the complete client life cycle for assigned relationships.
• Cultivate & maintain strong relationships with clients, colleagues & external partners.
• Prepare and process internal & external 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.
• Coordinate and work with external partners to manage all financial, business, tax & insurance related matters for our family office clients.
• Monitor external alternative investments; complete subscription agreements, process & track capital calls/distributions.
• Partner with primary advisor to create and implement investment strategy; conduct periodic reviews and implement updates.
• 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.

• Minimum of four 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.

This position is exempt and is paid according to the laws of the State of Washington. The pay range for this position is $79,050–$102,650 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs.

It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

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.

• 401(k) Plan with Employer Matching
• Four Medical Plan options generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short‑term & Long‑term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program – Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community
• Volunteer days

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.