Client Service Specialist II

CI Financial • Palm Beach, FL

2d • Hybrid

About The Position

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.

Requirements

• Bachelor’s degree preferred (finance or business a plus)
• 5 – 7 years' experience - preferably in the wealth management business
• High level attention to detail
• Responsiveness and timeliness is critical to the position
• Excel and spreadsheet proficiency a plus
• Familiarity with Black Diamond, Salesforce and Wealthscape a plus
• 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.
• 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.

Responsibilities

• Working closely with senior relationship manager on all client requests of an administrative or operational nature. Client contact would be necessary based on the relationship manager’s direction and the complexity of the request.
• Working with relationship manager as the contact person for day-to-day requests or questions from a client.
• Completing sub-docs and wires per client instruction
• Booking various client directives and investment transactions into the Black Diamond and/or CRM system (ie. upcoming cap calls, wire transfer payouts etc)
• Assisting with reporting and reconciliation as needed
• Fulfilling internal requests as designated by relationship managers (ie. various projects that the client requires)
• Filing and completing paperwork and other for insurance, trust, estate and other issues as designated by the relationship manager
• Assisting with household requests (ie. Bill pay, ad-hoc requests associated with client specific household situation)
• Assisting with tax preparation and working with accountants to provide all tax info for client as needed

Benefits

• 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
• Volunteer days

What This Job Offers

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