Senior Client Success Specialist

CI Financial Corp

Base: $73,600-92,000 usd py; bonus/equity: not spe...
Onsite
5 years experience required
Salesforce proficiency required
Portfolio accounting software skills
The role serves as the central point of contact for ingesting and executing client requests while coordinating between advisors and support teams

Job Summary

  • The role serves as the central point of contact for ingesting and executing client requests while coordinating between advisors and support teams.
  • Corient is a fast-growing wealth management platform managing over $220 billion in client assets across more than 15,000 clients.
  • Employees receive comprehensive benefits including a 401(k) plan with employer matching, four medical options, and paid professional designations.

Matching Summary

The role serves as the central point of contact for ingesting and executing client requests while coordinating between advisors and support teams.

Salary

Base: $73,600-92,000 USD per year; Bonus/Equity: Not specified; Benefits: 401(k) match, medical, dental, vision, life insurance

Skills & Requirements

Must-have

  • 5 years experience required
  • Salesforce proficiency required
  • Portfolio accounting software skills
  • Daily client communication duties
  • Onsite work 4 days per week

Nice-to-have

  • Customer service background preferred
  • Community service driven mindset
  • Goal-oriented team player attitude
  • Charitably minded personality
  • Flexible and confidential approach

Key Requirements

  • Bachelor's degree from accredited institution
  • Minimum 5 years of relevant experience
  • Unrestricted US work authorization required
  • Must be 18 years of age or older

Work Rights

Must have unrestricted work authorization to work in the United States

Tailored Resume

Cover Letter