Wealth Client Services Associate
Listed on 2026-10-17
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Finance & Banking
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Corient Services LLC is seeking a client services associate to act as the central contact for client requests, coordinate with advisors, and ensure timely delivery of statements and reports. You will communicate with clients daily, support prospecting data entry, and schedule meetings with advisory teams.
The role requires 1–3 years of experience, strong communication and organizational skills, and proficiency with Salesforce, Docu Sign, and portfolio accounting tools.
This role, Wealth Client Services Associate at Corient Services LLC, could be your next opportunity.
We are currently recruiting a Wealth Client Services Associate for our team in Boston, MA, United States.
This is a strong opening to take on the Wealth Client Services Associate role at Corient Services LLC.
As a Wealth Client Services Associate, you will play an important part at Corient Services LLC in Boston, MA, United States.
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