Wealth Client Success Specialist – Hybrid
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-06-01
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-06-01
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, HelpDesk/Support, Client Relationship Manager, Bilingual
Job Description & How to Apply Below
Corient Services LLC in San Antonio, Texas, is looking for a Client Services representative to act as the central point of contact for client requests. The role requires a Bachelor's degree and 3-5 years of experience, preferably with a customer service background.
You will coordinate communication between clients and advisors, manage client data inputs, and retrieve necessary documents while ensuring excellent customer service. The position supports a flexible and empowering work environment, ideal for those eager to grow with the company.
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