Client Service Specialist I

CI Financial • Birmingham, MI

2d • Hybrid

About The Position

The Client Service Specialist I serves as a central point of contact for client requests and coordinates with clients, advisors, and support teams to carry out and track those requests. The role communicates with clients about their day-to-day needs, supports prospecting data entry, schedules client meetings, maintains request records in Salesforce, retrieves and distributes client documents, generates portfolio reports, completes paperwork, and opens accounts for existing clients.

This position works onsite four days per week in an office environment. It may involve prolonged periods of sitting at a desk and working on a computer, and may require lifting up to 15 pounds. The role requires discretion with client and firm matters, the ability to work independently and as part of a team, and a commitment to providing responsive, professional client service.

Requirements

• Bachelor's degree from an accredited institution.
• At least 3 years of experience; the stated experience range is 3–5 years.
• Experience with Salesforce, portfolio accounting software, DocuSign, and Microsoft Suite, or competency and ability to learn these tools quickly.
• Excellent verbal, written, analytical, and organizational skills.
• Ability to identify, meet, and follow through on client needs and requests.
• Ability to work independently and as part of a team.
• High flexibility and discretion with client and firm matters.
• Must be at least 18 years of age.
• Must have unrestricted U.S. work authorization; for U.S. employment opportunities, Corient hires U.S. citizens or permanent residents, with exceptions determined based on a shortage of qualified candidates with a particular skill.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, including post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

• Customer service background preferred.

Responsibilities

• Serve as the central point of contact for receiving client requests.
• Coordinate among clients, advisors, and support teams to execute and track client requests.
• Communicate with clients daily and address their day-to-day needs professionally and articulately.
• Support data entry for client prospecting.
• Schedule meetings between the advisory team and clients.
• Enter client and advisor requests into Salesforce and track their completion.
• Retrieve and distribute client statements, tax documents, and other reports.
• Generate portfolio reports.
• Complete required paperwork.
• Open accounts for existing clients.

Benefits

• 401(k) plan with employer matching.
• Four medical plan options, generously subsidized by Corient.
• Employer-paid dental, vision, life, and AD&D insurance.
• Employer-paid short-term and long-term disability insurance.
• Paid maternity and parental leave.
• Flexible Spending Accounts and Health Savings Accounts.
• Dependent Care FSA.
• Commuter and Transit FSA.
• Corporate discount program through Perkspot.
• Training reimbursement.
• Paid professional designations.
• Volunteer days.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level