Client Service Specialist II
About The Position
The Client Service Specialist II serves as a central point of contact for client requests and coordinates with clients, advisors, and support teams to execute and track those requests. The role communicates with clients daily, handles their routine needs professionally, supports client prospecting data entry, schedules meetings, records and tracks requests in Salesforce, retrieves and distributes statements and other documents, generates portfolio reports, completes paperwork, and opens accounts for existing clients. This position requires a bachelor's degree and at least 3–5 years of experience. The specialist should be skilled in client service, communication, organization, follow-through, and handling confidential matters, and should be able to work independently as well as collaboratively. The role is exempt and pays $70,000–$90,000. It is required to be performed onsite four days per week in an office environment.
Requirements
- Bachelor's degree from an accredited institution.
- Minimum of 3–5 years of experience.
- Experience with Salesforce, portfolio accounting software, DocuSign, and Microsoft Suite, or the competency and ability to learn them quickly.
- Excellent verbal, written, analytical, and organizational skills.
- Ability to identify, meet, and follow through on client needs and requests.
- Ability to work independently.
- Ability to work as part of a team.
- High flexibility and discretion with client and firm matters.
Nice To Haves
- Customer service background.
Responsibilities
- Serve as the central point of contact for ingesting client requests.
- Coordinate between clients, advisors, and support teams to execute and track client requests.
- Communicate with clients daily and address their day-to-day needs in an articulate and professional manner.
- Support data input for client prospecting.
- Schedule meetings between the advisory team and clients.
- Input 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
