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Client Services Specialist - Wealth Advisory
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-06-18
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-06-18
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
Corient Services LLC is looking for a motivated individual to provide administrative support for advisory teams in Columbus, Ohio. You will administer client data, monitor paperwork, and maintain the CRM system, acting as the primary contact with custodians and coordinating client communications.
This position requires a BA/BS degree, strong customer service skills, and proficiency with MS Office. The role offers flexible work options and a comprehensive benefits package.
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