Senior Client Service Specialist

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.

Responsibilities

• Manage the complete client life cycle for assigned relationships.
• Cultivate & maintain strong relationships with clients, colleagues & external partners.
• Prepare and process internal & external client onboarding documentation.
• Facilitate money movements, transfers of assets, charitable contributions and RMDs with 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.
• Coordinate and work with external partners to manage all financial, business, tax & insurance related matters for our family office clients.
• Monitor external alternative investments; complete subscription agreements, process & track capital calls/distributions.
• Partner with primary advisor to create and implement investment strategy; conduct periodic reviews and implement updates.
• Provide quarterly overview of billing calculations using provided comparisons.
• Proactively communicate with and anticipate the unique needs of your clients.
• Create & maintain formula-based analytics using Excel.
• Manage special projects and life events based on client requests.

 

Qualifications & Requirements

• A bachelor’s degree
• Minimum of four years of experience at an RIA or similar financial services company
• Proficiency in Salesforce or similar CRM system
• Proficiency in Microsoft Office, with a high level of competency in Excel
• Complete integrity with an uncompromised reputation
• Ability to maintain total confidentiality
• An excellent team player who enjoys collaboration but also works well individually
• Strong work ethic
• Strong verbal and written communication skills
• Excellent analytical and organizational skills
• Ability to remain detail-oriented while multi-tasking and working at a fast pace
• Ability to take ownership of projects and carry them through to completion
• Travel is not required.

 

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.

 

Pay Information

 

This position is exempt and is paid according to the laws of the State of Washington. The pay range for this position is $79,050-$102,650 USD per year. 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.   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. 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.