Senior Client Service Specialist

Corient•Morristown, NJ

4h•$80,000 - $100,000•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.

Requirements

A bachelor’s degree
Minimum of five years of experience at an RIA or similar financial services company
Proficiency in Salesforce or similar CRM system
Proficiency in Microsoft Office, with a high level of competency in Excel
Complete integrity with an uncompromised reputation
Ability to maintain total confidentiality
An excellent team player who enjoys collaboration but also works well individually
Strong work ethic
Strong verbal and written communication skills
Excellent analytical and organizational skills
Ability to remain detail-oriented while multi-tasking and working at a fast pace
Ability to take ownership of projects and carry them through to completion
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.

Responsibilities

Manage the complete client life cycle for assigned relationships.
Cultivate & maintain strong relationships with clients, colleagues & external partners.
Prepare and process client onboarding documentation.
Facilitate money movements, transfers of assets, charitable contributions and RMDs with high level of accuracy.
Monitor cash & account activity, custodian alerts and confirm completion of submitted requests.
Prepare for and attend client meetings as necessary, manage follow-up and documentation.
Monitor external alternative investments; complete subscription agreements, process & track capital calls/distributions.
Provide quarterly overview of billing calculations using provided comparisons.
Proactively communicate with and anticipate the unique needs of your clients.
Create & maintain formula-based analytics using Excel.
Manage special projects and life events based on client requests.