Client Success Specialist Ii

Corient

Itasca, IL, US
Base: $62,000 - $75,000 usd py; bonus/equity: not ...
Onsite
Central point of contact for client requests
Communicate with clients daily
Input client and advisor requests into salesforce
Corient helps high- and ultra-high-net-worth individuals and families enjoy a full life while preserving their wealth for future generations

Job Summary

  • Corient helps high- and ultra-high-net-worth individuals and families enjoy a full life while preserving their wealth for future generations.
  • The Client Success Specialist acts as the central point of contact for client requests, coordinating between clients, advisors, and support teams.
  • Corient offers a comprehensive benefits package including a 401(k) with employer matching, medical, dental, vision, life insurance, and paid time off.

Matching Summary

Corient helps high- and ultra-high-net-worth individuals and families enjoy a full life while preserving their wealth for future generations.

Salary

Base: $62,000 - $75,000 USD per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Central point of contact for client requests
  • Communicate with clients daily
  • Input client and advisor requests into Salesforce
  • Retrieve and distribute client statements
  • Generate portfolio reports
  • Work onsite 4 days per week

Nice-to-have

  • Team-centered environment
  • Exceeding expectations
  • Simplifying lives
  • Establishing legacies
  • Talented and motivated individuals

Key Requirements

  • Minimum of 3-5 years' experience
  • Bachelor's degree from an accredited institution
  • Experience with Salesforce
  • Unrestricted work authorization to work in the United States

Work Rights

Must have unrestricted work authorization

Tailored Resume

Cover Letter