Client Service Specialist II

Join a team that values your ambition and empowers your growth. At Corient, we help high‑ and ultra‑high‑net‑worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.

• Serve as central point of contact for ingesting client requests.
• Coordinate between client, advisor, and additional support teams to execute & track against client requests.
• Communicate with clients daily, addressing their day‑to‑day needs in an articulate and professional manner.
• Support data input for client prospecting.
• Schedule meetings between advisory team & clients.
• Input client and advisor requests into Salesforce, track completion.
• Retrieve and distribute client statements, tax documents, or other reports.
• Generate portfolio reports.
• Complete required paperwork.
• Open accounts for existing clients.

• Bachelor's degree from an accredited institution.
• Minimum of 3–5 years' experience.
• Experience with Salesforce, Portfolio Accounting Software, Docu Sign, Microsoft Suite (competency or ability to learn quickly).
• Customer service background preferred.
• Excellent verbal, written, analytical, and organizational skills.
• Ability to identify, meet and follow through with client needs and requests.
• Able to work independently.
• Enjoy being part of a team.
• Must be highly flexible and confidential with all client and firm matters.
• Competencies:
  
  Detail orientation, Service orientation, Action orientation, Communication, Responsiveness, Follow‑through.

• 401(k) Plan with Employer Matching.
• Four Medical Plan options that are generously subsidized by Corient.
• Employer paid Dental, Vision & Life and AD&D Insurance.
• Employer paid Short‑term & Long‑term Disability.
• Paid Maternity & Parental Leave.
• Flexible Spending Accounts & Health Savings Accounts.
• Dependent Care FSA.
• Commuter & Transit FSA.
• Corporate Discount Program – Perkspot.
• Training Reimbursement.
• Paid Professional Designations.
• Giving back to the community – Volunteer days.

This position is exempt and is paid according to the laws of the State of New Jersey. The pay range for this position is $70,000 - $90,000.

This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. This position may require the ability to lift up to 15 pounds. The position is required to work onsite 4 days per week.

Must be 18 years of age or older. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.