Client Service Specialist II Job Salt Lake City area,Utah USA,Finance & Banking

Join Our Team

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.

Responsibilities:

Manage end-to-end process of onboarding new clients, from straightforward to the most complex; prepare custodial paperwork to facilitate initial account investment, establish accounts with custodian, and reconcile holdings and cost basis on new and transferred accounts

Provide superior internal and external client service by anticipating client needs, managing expectations and delivering quality product in a timely manner

Trains, mentors and assists with other team members' questions

Develop skill sets to support additional areas of expertise, including Digital Concierge, technology tools, cost basis expert, financial planning

Maintain client accounts, records, and systems in accordance with firm standards

Perform daily reconciliation of internal accounting system with custodians

Research and resolve client inquiries, including the most complex, in a timely manner

Review daily reports and alerts to ensure data integrity

Develop and maintain procedures and training materials

Educate clients on account services and capabilities, participate in client meetings, including review of account materials for signature and digital concierge

Participate in monthly, quarterly, and annual reporting processes

Other duties and projects, as assigned

Qualifications and Requirements:

BA/BS degree required
Minimum two (2) years' work experience in Financial Services; working knowledge of operations in a Registered Investment Adviser (RIA) firm preferred
Experience utilizing Charles Schwab Advisor Center, Fidelity Wealthscape, Docu Sign, Tamarac, Addepar, and Salesforce CRM, a plus
Excellent written and oral communication skills required, including spelling, grammar, punctuation, and business writing
Proficient in all MS Office applications, particularly Word, Excel, and Outlook
Professional, personable, tactful, efficient, and self-motivated.
Collaborative, creative, team player, and problem-solver.
Strong interpersonal skills and sense of teamwork valued.
Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required.
Strong written and verbal communications skills.

Physical Requirements

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 disabilities to perform essential duties when possible.
This position may require the ability to lift up to 15 pounds.
This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

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. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.

Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Must be willing to execute Corient's…