Client Success Specialist II

Description

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: Weston, FL

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 Specialist, you will be expected to communicate with clients daily to address their day-to-day needs.

Responsibilities

• • Preparing Client documents
  • Maintaining Files/ Vault/Organization of sub docs, tax returns, estate planning documents
  • Researching Client Issues
  • Ensure subscription docs/W9s are in the correct title and filed
  • Database management -Provide database manager with updates to the PMS system, submit requests to update market value, cost basis, contributions, realized gains for Alts.
  • Correspondence to clients both written and electronic
  • Coordination of and preparation for client review meetings, minutes and follow ups
  • Assistance and input in the facilitation of quarterly client reviews, and formal client presentations.
    • Performance Package from PMS System
    • Net Worth and Projected Income
    • Gifting Summary
    • Charitable Summary
    • Real Estate & Alternative coordination with Research Alts Manager
    • Update Commitments, Retitling, cash liquidity and timing of capital calls
    • Life Insurance Summary, premiums
    • Inter-Family Loans and ensure interest payments are made
    • Exit Summary, record all exits/proceeds clients have received
    • Expense Analysis/Budgeting where applicable
    • Contact Summary for clients
  • Submit cases/tasks in Salesforce for Ops Karla/Jiselle to execute, based on requests from Advisors
  • Update Client Portal where applicable
  • Coordination with PCFO if client has PCFO, reconcile cash movements
  • Coordination with CPA
    • Realized Gains/Losses and YTD Interest/Dividends for CPA to do projections
    • Coordination of K1/1099 Inventory with CPAs and answer any questions that might arise. Reconcile Distributions on K1s to make sure all cash was received for the year.
    • Track any home improvements, property taxes to send to CPA
  • Estate Planning Coordination with Advisor, summary of ownership, EINs, Beneficiaries
    • Crummey Letters
    • Annual Filings
  • Adhoc Projects and Project Management
  • Local office interaction with other support members, Advisors and Management

Qualifications & Requirements

• Bachelor's degree from an accredited institution-Accounting or Finance degree preferred

• Minimum of 3-5 years' experience

• Intermediate to Advanced Excel and PowerPoint

• 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 requests

• 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 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 employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You can Expect from Us Our 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 serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. 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.