Client Service Specialist II

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.

Responsibilities:

• Manage end-to-end process of onboarding new clients, from straightforward to the most complex; prepare custodial paperwork to facilitate initial account investment, establish accounts with custodian, and reconcile holdings and cost basis on new and transferred accounts
• Provide superior internal and external client service by anticipating client needs, managing expectations and delivering quality product in a timely manner
• Trains, mentors and assists with other team members’ questions
• Develop skill sets to support additional areas of expertise, including Digital Concierge, technology tools, cost basis expert, financial planning
• Maintain client accounts, records, and systems in accordance with firm standards
• Perform daily reconciliation of internal accounting system with custodians
• Research and resolve client inquiries, including the most complex, in a timely manner
• Review daily reports and alerts to ensure data integrity
• Develop and maintain procedures and training materials
• Educate clients on account services and capabilities, participate in client meetings, including review of account materials for signature and digital concierge
• Participate in monthly, quarterly, and annual reporting processes
• Other duties and projects, as assigned

Qualifications and Requirements:

• BA/BS degree required
• Minimum two (2) years’ work experience in Financial Services; working knowledge of operations in a Registered Investment Adviser (RIA) firm preferred
• Experience utilizing Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, and Salesforce CRM, a plus
• Excellent written and oral communication skills required, including spelling, grammar, punctuation, and business writing
• Proficient in all MS Office applications, particularly Word, Excel, and Outlook
• Professional, personable, tactful, efficient, and self-motivated.
• Collaborative, creative, team player, and problem-solver.
• Strong interpersonal skills and sense of teamwork valued.
• Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required.
• Strong written and verbal communications skills.

Pay Information

This position is exempt and is paid according to the laws of the State of California. The pay range for this position is $69,550- $90,325. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

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. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

• This position may require the ability to lift up to 15 pounds.

• This position is required to work onsite 4 days per week.

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.

• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employ