What are the responsibilities and job description for the Client Success Specialist position at Corient?

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.

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.

This position will report to the Client Service Lead.

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 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

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

Competencies

Detail orientation

Service orientation

Action orientation

Communication

Responsiveness

Follow-through

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 be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.

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.

What You Can Expect From Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through :

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 Leave

Flexible Spending Accounts & Health Savings Accounts

Dependent Care FSA

Commuter & Transit FSA

Corporate Discount Program - Perkspot

Training Reimbursement

Paid Professional Designations

Giving back to the community - Volunteer days

Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

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