Senior Client Success Specialist

CI Financial•Boston, MA

5d•$70,000 - $95,000•Hybrid

About The Position

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

Bachelor's degree
Minimum of five years of experience at an RIA or similar financial services company
Experience working with outside custodians, including Schwab, Fidelity, and other institutional custodians
Experience working with Trust accounts and trust administration-related processes
Proficiency in Salesforce, Addepar or similar CRM system
Proficiency in Microsoft Office Suites
Complete integrity with an uncompromised reputation
Ability to maintain total confidentiality
An excellent team player who enjoys collaboration but also works well independently
Strong work ethic
Strong verbal and written communication skills
Excellent analytical, organizational, and time management skills
Exceptional attention to detail and accuracy
Proven ability to successfully manage multiple priorities and deadlines in a fast-paced environment
Ability to gain clarity, problem-solve, and exercise sound judgment while working through complex client deliverables and requests
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

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 a 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.
Proactively communicate with and anticipate the unique needs of your clients.
Create and maintain formula-based analytics using Excel.
Manage special projects and life events based on client requests.
Coordinate and process requests with custodial partners, including Schwab, Fidelity, and other third-party institutions.
Support the administration and maintenance of trust accounts, ensuring timely processing and accurate documentation.