Client Service Specialist I

Corient Wealth Management OpportunityJoin 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. ResponsibilitiesProvide support to the advisory teams by administering client data gathering, paperwork preparation and monitoring, and ongoing administrative support Execute client funds transfers via custodian systems Maintain CRM (Client Relationship Management) system with client information, tasks, workflows, etc. Facilitate account transfers with timely communication regarding status updates to advisory team Main point of contact with custodian and firm's technology service teams Interact with other departments, including Alternative Investments, as back office support Coordinate with clients' other advisors as needed (CPAs, attorneys, etc.) Provide general office support as needed Other administrative duties as needed RequirementsBA/BS degree required 5+ years of customer service background preferred Enjoy being part of a team Capable of adapting to change in a fast-paced environment Excellent verbal, written, analytical, and organizational skills Community service driven and charitably minded Strong sense of ethics and confidentiality with all matters in relation to the firm Proficiency with MS Word, Excel, PowerPoint and Outlook Physical Requirements: This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. This position may require the ability to lift up to 15 pounds. U.S. Eligibility Requirements: 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. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization. What You Can Expect from UsOur dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through: 401(k) Plan with Employer Matching Four Medical Plan options that is generously subsidized by Corient Employer paid Dental, Vision & Life and AD&D Insurance Employer paid Short-term & Long-term Disability Paid Maternity & Parental Leave Flexible Spending Accounts & Health Savings Accounts Dependent Care FSA Commuter & Transit FSA Corporate Discount Program - Perkspot Training Reimbursement Paid Professional Designations Giving back to the community - Volunteer days Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.