Client Success Specialist II

CI Financial•St. Petersburg, FL

22h•Onsite

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. Location: St. Petersburg, FL Overview We are seeking a highly motivated, detail-oriented, and experienced Client Service Specialist II to join our team. The successful candidate will possess exceptional attention to detail, as well as a strong command of the English language with emphasis on writing, grammar, and punctuation. The Client Service Specialist II is expected to make a direct impact to the business by onboarding clients, working with Lead Advisors to support the needs of our clients, training and supporting Client Service team members, and acting as a liaison with our custodian, always delivering superior customer service.

Requirements

BA/BS degree required
Minimum two (2) years’ work experience in Financial Services; working knowledge of operations in a Registered Investment Adviser (RIA) firm preferred
Excellent written and oral communication skills required, including spelling, grammar, punctuation, and business writing
Proficient in all MS Office applications, particularly Word, Excel, and Outlook
Professional, personable, tactful, efficient, and self-motivated.
Collaborative, creative, team player, and problem-solver.
Strong interpersonal skills and sense of teamwork valued.
Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required.
Strong written and verbal communications skills.
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.
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.

Nice To Haves

Experience utilizing Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, and Salesforce CRM, a plus

Responsibilities

Manage end-to-end process of onboarding new clients, from straightforward to the most complex; prepare custodial paperwork to facilitate initial account investment, establish accounts with custodian, and reconcile holdings and cost basis on new and transferred accounts
Provide superior internal and external client service by anticipating client needs, managing expectations and delivering quality product in a timely manner
Trains, mentors and assists with other team members’ questions
Develop skill sets to support additional areas of expertise, including Digital Concierge, technology tools, cost basis expert, financial planning
Maintain client accounts, records, and systems in accordance with firm standards
Perform daily reconciliation of internal accounting system with custodians
Research and resolve client inquiries, including the most complex, in a timely manner
Review daily reports and alerts to ensure data integrity
Develop and maintain procedures and training materials
Educate clients on account services and capabilities, participate in client meetings, including review of account materials for signature and digital concierge
Participate in monthly, quarterly, and annual reporting processes
Other duties and projects, as assigned