Client Success Specialist II

CI Financial•St. Petersburg, FL

9d•Hybrid

About The Position

Corient is seeking a Client Success Specialist II. This role serves as the primary administrative point of contact for ingesting, organizing, and prioritizing client requests. The specialist will coordinate effectively between clients, advisors, and internal support teams to execute and track all client deliverables. They will maintain consistent, professional communication with clients, addressing day-to-day needs with responsiveness and attention to detail. The role involves performing a wide range of administrative functions, including documentation processing, account maintenance, and workflow coordination. Strong organizational skills are essential for managing multiple client requests, deadlines, and follow-ups with accuracy and efficiency. The specialist will schedule and coordinate meetings between clients and advisory teams, manage calendars and logistics, and enter, monitor, and update client and advisor requests within Salesforce. Responsibilities also include retrieving, organizing, and distributing client documents, generating and organizing portfolio reports, supporting data entry for client prospecting and pipeline management, and completing required paperwork for opening and maintaining client accounts. The role also contributes to a collaborative team environment by partnering with colleagues to improve processes and deliver seamless client service.

Requirements

Bachelor’s degree from an accredited institution or equivalent experience
3–5 years of relevant experience in client service, administrative support, or operations
Demonstrated strong administrative capabilities and organizational proficiency in managing workflows and documentation
Experience with Salesforce, portfolio accounting systems, DocuSign, and Microsoft Office Suite (or ability to learn quickly)
Proven ability to handle multiple priorities while maintaining accuracy and attention to detail
Excellent verbal, written, and interpersonal communication skills
Strong client service orientation with the ability to anticipate needs and follow through effectively
Ability to work both independently and collaboratively within a team environment
High level of professionalism, discretion, and confidentiality in handling sensitive client information
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

Responsibilities

Serve as the primary administrative point of contact for ingesting, organizing, and prioritizing client requests
Coordinate effectively between clients, advisors, and internal support teams to execute and track all client deliverables
Maintain consistent, professional communication with clients, addressing day-to-day needs with responsiveness and attention to detail
Perform a wide range of administrative functions, including documentation processing, account maintenance, and workflow coordination
Utilize strong organizational skills to manage multiple client requests, deadlines, and follow-ups with accuracy and efficiency
Schedule and coordinate meetings between clients and advisory teams, managing calendars and logistics
Enter, monitor, and update client and advisor requests within Salesforce, ensuring accurate tracking and timely completion
Retrieve, organize, and distribute client documents such as statements, tax forms, and reports in a secure and timely manner
Generate and organize portfolio reports to support client communications and advisory decision-making
Support data entry and maintenance for client prospecting and pipeline management
Complete required paperwork and assist with opening and maintaining client accounts
Contribute to a collaborative team environment, partnering with colleagues to improve processes and deliver seamless client service