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Wealth Client Success Specialist

Job in San Antonio, Bexar County, Texas, 78208, USA
Listing for: Corient Private Wealth LLC.
Full Time position
Listed on 2026-06-18
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Corient Private Wealth LLC. in San Antonio, TX, is seeking a Client Success Specialist II to act as the central point of contact for client requests. The ideal candidate will have a Bachelor's degree, 3-5 years of relevant experience, and proficiency in Salesforce and other tools. Responsibilities include coordinating between clients and advisors, managing daily communications, and supporting client data inputs.

The firm values flexible, detail-oriented team players who excel in communication and organizational skills.
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