Senior Client Service Specialist
About The Position
The Senior Client Service Specialist manages the complete client life cycle for assigned relationships and provides high-quality service to high- and ultra-high-net-worth clients. The role supports onboarding, account activity, money movement, client meetings, alternative investments, billing reviews, analytics, and special projects. It requires proactive communication, confidentiality, accuracy, and the ability to anticipate clients’ needs while collaborating with colleagues and external partners. The position is required to work onsite four days per week in an office environment. Travel is not required. The role is exempt and pays $80,000–$120,000 USD per year, with offers based on factors including qualifications and experience.
Requirements
- Bachelor’s degree.
- At least five years of experience at a registered investment adviser (RIA) or similar financial services company.
- Proficiency in Salesforce or a similar CRM system.
- Proficiency in Microsoft Office and high competency in Excel.
- Complete integrity and an uncompromised reputation.
- Ability to maintain total confidentiality.
- Strong verbal and written communication skills.
- Excellent analytical and organizational skills.
- Ability to remain detail-oriented while multitasking and working at a fast pace.
- Ability to take ownership of projects and carry them through to completion.
- Strong work ethic.
- Ability to collaborate as a team player and work well individually.
- Must be at least 18 years old.
- Must have unrestricted U.S. work authorization; the posting states that Corient hires U.S. citizens or permanent residents for U.S. employment opportunities, subject to stated exceptions.
- Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, including post-employment obligations relating to non-solicitation, confidentiality, and nondisclosure.
Responsibilities
- Manage the complete client life cycle for assigned relationships.
- Cultivate and maintain strong relationships with clients, colleagues, and external partners.
- Prepare and process client onboarding documentation.
- Facilitate money movements, asset transfers, charitable contributions, and required minimum distributions (RMDs) accurately.
- Monitor cash and account activity and custodian alerts, and confirm submitted requests are completed.
- Prepare for and attend client meetings as necessary; manage follow-up and documentation.
- Monitor external alternative investments; complete subscription agreements and process and track capital calls and distributions.
- Provide quarterly overviews of billing calculations using provided comparisons.
- Communicate proactively and anticipate clients’ unique needs.
- Create and maintain formula-based analytics using Excel.
- Manage special projects and life events based on client requests.
Benefits
- 401(k) plan with employer matching.
- Four medical plan options, generously subsidized by Corient.
- Employer-paid dental, vision, life, and AD&D insurance.
- Employer-paid short-term and long-term disability insurance.
- Paid maternity and parental leave.
- Flexible Spending Accounts and Health Savings Accounts.
- Dependent Care FSA.
- Commuter and Transit FSA.
- Corporate discount program (Perkspot).
- Training reimbursement.
- Paid professional designations.
- Volunteer days.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
