Client Success Specialist II

Overview

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.

• Serve as central point of contact for ingesting client requests
• Coordinate between client, advisor, and additional support teams to execute and 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 and 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, Docusign, Microsoft Suite (competency or ability to learn quickly)
• Customer service background preferred
• Excellent verbal, written, analytical, and organizational skills
• Bilingual in Spanish preferred
• 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

• Detail orientation
• Service orientation
• Action orientation
• Communication
• Responsiveness
• 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 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.

• 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 Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental…