Client Success Specialist I

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.

Location: Wayne, PA

Overview

The Client Success Specialist works in a client-focused, team-centered environment assisting the advisory team as the central point of contact for client requests.  As a Client Success Associate, you will be expected to communicate with clients daily to address their day-to-day needs.

Key Responsibilities

• Serve as central point of contact for ingesting client requests 

• Coordinate between client, advisor, and additional support teams to execute & track against client requests 

• Take prompt effective action to address client needs 

• Demonstrate a proactive and action-oriented approach to handling challenging client requests 

• Support/data input for client prospecting 

• Schedule meetings between advisory team & clients 

• Input client and advisor requests into Salesforce, track completion 

• Retrieve and distribute client statements, tax documents, or other reports 

• Generate portfolio reports 

• Communicate with clients daily addressing their day-to-day needs in an articulate and professional manner 

• Complete required paperwork 

• Open accounts for existing clients 

• Understand firm's wealth management process. 

Required Qualifications

• Bachelor's degree from an accredited institution 

• Minimum of 3-5 years’ experience 

• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly) 

• Customer service background preferred 

• Excellent verbal, written, analytical, and organizational skills 

• Ability to identify, meet and follow through with client needs and request 

• Must be a goal-oriented team player with a ‘no job is beneath me’ attitude 

• Community service driven and charitably minded 

• Able to work independently 

• Enjoy being part of a team 

• Must be highly flexible and confidential with all client and firm matters 

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Physical Requirements

• This position requires the physical capabilities to work in an office en