Wealth Client Experience Specialist II
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Banking & Finance
Corient in Miami, FL seeks a seasoned client services professional to coordinate client requests, liaise with advisors, and manage documentation and reports. You will support prospecting, schedule meetings, and ensure accurate data entry in Salesforce, contributing to a high-quality client experience.
The role requires a Bachelor’s degree and at least 5 years’ client service experience in wealth management, with strong communication and organizational skills.
Step into the Wealth Client Experience Specialist II role at Corient in Fort Lauderdale, FL, United States and grow with us.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 55.000 - 75.000.
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 Experience Specialist II role in the description above.
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