Senior Client Service Specialist

CI Financial • Newport Beach, CA

2d • $80,000 - $120,000 • Hybrid

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 and families. The role supports client onboarding, account activity and money movements, client meetings, alternative investments, billing overviews, and client-specific projects. It requires strong client and colleague relationships, accurate execution, discretion, analytical and organizational ability, and effective communication. The position is required to work onsite four days per week. Travel is not required.

Requirements

• Bachelor’s degree.
• At least five years of experience at an RIA or similar financial services company.
• Proficiency in Salesforce or a similar CRM system.
• Proficiency in Microsoft Office, with a high level of competency in Excel.
• Complete integrity and an uncompromised reputation.
• Ability to maintain total confidentiality.
• Ability to collaborate as a team player and also work well individually.
• Strong work ethic.
• 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.
• Must be at least 18 years of age.
• Must have unrestricted work authorization in the United States; Corient hires U.S. citizens or permanent residents for U.S. employment opportunities, with stated exceptions based on shortages of qualified candidates.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.
• Travel is not required.

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, transfers of assets, charitable contributions, and required minimum distributions (RMDs) accurately.
• Monitor cash and account activity and custodian alerts, and confirm completion of submitted requests.
• Prepare for and attend client meetings as necessary, and 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 through Perkspot.
• Training reimbursement.
• Paid professional designations.
• Volunteer days.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior