What are the responsibilities and job description for the Client Success Specialist II position at Corient?
Summary
The Client Success Specialist works in a client-focused, team-centered environment assisting the advisory team as the central point of contact for client requests. As a Client Success Specialist, you will be expected to communicate with clients daily to address their day-to-day needs.
Responsibilities
- Serve as central point of contact for ingesting client requests
- Coordinate between client, advisor, and additional support teams to execute & track against client requests
- Communicate with clients daily, addressing their day-today needs in an articulate and professional manner
- Support data input for client prospecting
- Schedule meetings between advisory team & 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
Qualifications & Requirements
- Bachelor's degree OR minimum of 3-5 years’ experience
- Experience with Microsoft Suite
- Customer service background preferred
- Excellent verbal, written, analytical, and organizational skills
- 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
Preferred Experience
- Salesforce, Portfolio Accounting Software, DocuSign experience
Competencies
- Detail orientation
- Service orientation
- Action orientation
- Communication
- Responsiveness
- Follow-through
#LI-Onsite
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.
