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Wealth Client Services Specialist II

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: Corient
Full Time position
Listed on 2026-10-10
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 52000 - 68000 USD Yearly USD 52000.00 68000.00 YEAR
Job Description & How to Apply Below

Corient in Columbus, OH is seeking a Client Service Specialist II to act as the central contact for client requests and coordinate with advisors and support teams to execute and track client actions.

The role requires a bachelor’s degree and 3–5 years of experience, plus proficiency with Salesforce, portfolio accounting software, Docu Sign, and Microsoft Office. Onsite work four days per week and strong client-service skills are essential.

For the Wealth Client Services Specialist II position at Corient, we are reviewing applications now.

All applications are reviewed carefully by our team.

The position is based in Columbus, OH, United States.

This opportunity is part of our work in Sales.

The advertised compensation is 52.000 - 68.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

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