Wealth Client Services Specialist II
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Finance & Banking
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
Corient Services LLC is seeking a detail-oriented client service professional to act as the hub for client requests within our wealth management practice. You will coordinate with clients, advisors, and support teams to ensure timely execution and thorough follow-up, while handling data entry and reporting tasks with accuracy.
The role requires 3–5 years of experience, a Bachelor's degree, and proficiency with Salesforce, portfolio accounting software, Docu Sign, and Microsoft Office.
The Wealth Client Services Specialist II role at Corient Services LLC is now open for applications in TX, United States.
Join us at Corient Services LLC as our next Wealth Client Services Specialist II in TX, United States.
We are currently recruiting a Wealth Client Services Specialist II for our team in TX, United States.
This is a genuine opportunity to take on the Wealth Client Services Specialist II role at Corient Services LLC.
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