Serve as the central point of contact for ingesting client requests and coordinate between client, advisor, and support teams to execute and track these requests
Job Summary
Serve as the central point of contact for ingesting client requests and coordinate between client, advisor, and support teams to execute and track these requests.
Communicate with clients daily, addressing their day-to-day needs in an articulate and professional manner, and support data input for client prospecting.
Corient offers a 401(k) Plan with Employer Matching, generously subsidized medical plans, and employer-paid dental, vision, life, and disability insurance.
Matching Summary
Serve as the central point of contact for ingesting client requests and coordinate between client, advisor, and support teams to execute and track these requests.
Skills & Requirements
Must-have
Client request management
Daily client communication
Salesforce data input
Portfolio reporting
Account opening
Microsoft Suite proficiency
Nice-to-have
Customer service background
Highly flexible
Confidentiality
Action orientation
Service orientation
Key Requirements
3-5 years of experience
Bachelor's degree
Portfolio Accounting Software experience
Docusign experience
Unrestricted work authorization in the United States