Client Services Associate — Wealth Management
Listed on 2026-10-19
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Finance & Banking
Office Administrator/ Coordinator, Business Administration
Corient is seeking a Client Services Associate to support high‑net‑worth clients within a boutique wealth management environment. You will liaise between clients, advisors, and support teams to process requests, generate portfolio reports, and ensure accurate data entry in Salesforce.
The role requires a Bachelor’s degree, 1–3 years’ experience, and proficiency with Salesforce, portfolio accounting software, and MS Office. This onsite position offers comprehensive benefits and growth opportunity.
We would love to welcome a new Client Services Associate — Wealth Management to our group in Boston, MA, United States.
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 Client Services Associate — Wealth Management role in the description above.
We appreciate your interest in this position.
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