Client Success 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.

We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Corient is seeking a Client Success Specialist II. The responsibilities will include:

• Serve as the primary administrative point of contact for ingesting, organizing, and prioritizing client requests
• Coordinate effectively between clients, advisors, and internal support teams to execute and track all client deliverables
• Maintain consistent, professional communication with clients, addressing day-to-day needs with responsiveness and attention to detail
• Perform a wide range of administrative functions, including documentation processing, account maintenance, and workflow coordination
• Utilize strong organizational skills to manage multiple client requests, deadlines, and follow-ups with accuracy and efficiency
• Schedule and coordinate meetings between clients and advisory teams, managing calendars and logistics
• Enter, monitor, and update client and advisor requests within Salesforce, ensuring accurate tracking and timely completion
• Retrieve, organize, and distribute client documents such as statements, tax forms, and reports in a secure and timely manner
• Generate and organize portfolio reports to support client communications and advisory decision-making
• Support data entry and maintenance for client prospecting and pipeline management
• Complete required paperwork and assist with opening and maintaining client accounts
• Contribute to a collaborative team environment, partnering with colleagues to improve processes and deliver seamless client service

• Bachelor’s degree from an accredited institution or equivalent experience
• 3–5 years of relevant experience in client service, administrative support, or operations
• Demonstrated strong administrative capabilities and organizational proficiency in managing workflows and documentation
• Experience with Salesforce, portfolio accounting systems, Docu Sign, and Microsoft Office Suite (or ability to learn quickly)
• Proven ability to handle multiple priorities while maintaining accuracy and attention to detail
• Excellent verbal, written, and interpersonal communication skills
• Strong client service orientation with the ability to anticipate needs and follow through effectively
• Ability to work both independently and collaboratively within a team environment
• High level of professionalism, discretion, and confidentiality in handling sensitive client information

• Administrative Excellence
• Organizational & Time Management Skills
• Team Collaboration
• Service Orientation
• Communication
• Responsiveness
• Attention to Detail
• Ownership & Follow-Through

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

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. Corient seeks to make reasonable accommodations that enable individuals with…