Client Service Lead

About Corient

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.

• Lead and mentor the Client Service team, fostering a culture of collaboration, accountability, and continuous improvement.
• Oversee daily client service operations and ensure adherence to firm policies, procedures, and compliance standards.
• Manage workload distribution, set priorities, and monitor performance metrics for team members.
• Provide coaching, training, and development opportunities.
• Serve as escalation point for complex client issues and ensure timely resolution.
• Collaborate with leadership to implement strategic initiatives.
• 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.

• Minimum 5 years of experience in financial services, with at least 2 years in a leadership or supervisory capacity.
• Proven ability to lead and inspire teams
• Strong strategic thinking skills
• Demonstrated success in change management initiatives and driving organizational transformation
• Ability to collaborate effectively across cross-functional teams
• Exceptional communication and interpersonal skills
• Advanced proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite (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
• 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 through to completion

• 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.
• May require the ability to lift up to 15 pounds.
• Position is required to work onsite 4 days per week.

• 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 require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can…