Client Success Specialist II

CI Financial•Dallas, TX

20h•Hybrid

About The Position

Corient helps 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. The company focuses on exceeding expectations, simplifying lives, and establishing legacies that last for generations. Corient is one of the fastest-growing wealth management platforms in the United States, with over 40 offices across the country, serving more than 15,000 clients and managing over $220 billion in client assets. The Client Success Specialist II role is part of a team that values ambition and empowers growth, contributing to a profoundly different wealth management experience by combining personal service, creativity, and objective advice with extensive resources and intellectual capital. As fiduciaries, Corient always puts clients first.

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
Enjoy being part of a team
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
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

Customer service background preferred

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-today 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