Client Service Specialist I

Corient • Birmingham, MI

1d • Hybrid

About The Position

Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. We are seeking a talented and motivated individual to join our team as a Client Service Specialist I. This role serves as a central point of contact for client requests and coordinates with internal teams to ensure high-quality service, data management, and support for advisory teams. We value individuals who are ambitious, detail-oriented, and dedicated to establishing lasting legacies for our clients.

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)
• Excellent verbal, written, analytical, and organizational skills
• Ability to identify, meet and follow through with client needs and requests
• Able to work independently
• Must be highly flexible and confidential with all client and firm matters
• Must be 18 years of age or older
• Must have unrestricted work authorization to work in the United States

Nice To Haves

• Customer service background preferred
• Enjoy being part of a team

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-to-day 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

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
• Giving back to the community - Volunteer days

What This Job Offers

• Job Type: Full-time