Wealth Client Services Specialist II
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Corient seeks a Client Service Specialist II to serve as the central liaison for client requests, coordinating with advisors and support teams to execute and track actions. The role involves daily client communication, data input, and preparation of reports.
Ideal candidates have a BS degree, 3–5 years of experience, and proficiency with Salesforce, Docu Sign, and portfolio accounting software, along with excellent written and verbal skills.
For the Wealth Client Services Specialist II position at Corient, we are reviewing applications now.
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 Wealth Client Services Specialist II role in the description above.
We appreciate your interest in this position.
Join Corient and contribute to our ongoing work.
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