Wealth Client Services Specialist II
Listed on 2026-10-15
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Finance & Banking
Office Administrator/ Coordinator, Business Administration, Banking & Finance -
Customer Service/HelpDesk
Office Administrator/ Coordinator, Banking & Finance
Corient seeks a Client Service Specialist II in Morristown, NJ to act as the central contact for client requests and coordinate with advisors and support teams. The role involves daily client communication, data input into Salesforce, and preparing portfolio reports.
Requirements include a Bachelor's degree or equivalent, 1–3 years of experience, and proficiency with Salesforce, Docu Sign, and Microsoft Office. Onsite four days weekly with a strong emphasis on client confidentiality and teamwork.
This position is for the Wealth Client Services Specialist II role at Corient.
We have an opening for a Wealth Client Services Specialist II in Morristown, NJ, United States within Sales.
This role, Wealth Client Services Specialist II at Corient, could be your next opportunity.
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