Senior Client Service Specialist

CI Financial Corp

Morristown, NJ, United States
Base: $80,000-$100,000 usd py; bonus/equity: not s...
Onsite
Client life cycle management
Client relationship cultivation
Money movement facilitation
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

Job Summary

  • 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.
  • Responsibilities include managing the complete client life cycle, preparing and processing client onboarding documentation, facilitating money movements, and monitoring external alternative investments.
  • Corient offers a 401(k) Plan with Employer Matching, generously subsidized medical plans, and employer-paid dental, vision, life, and disability insurance.

Matching Summary

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.

Salary

Base: $80,000-$100,000 USD per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client life cycle management
  • Client relationship cultivation
  • Money movement facilitation
  • Account activity monitoring
  • Client meeting preparation
  • Alternative investment monitoring
  • Excel formula-based analytics

Nice-to-have

  • Ambition and growth focus
  • Exceeding expectations
  • Simplifying lives
  • Establishing legacies
  • Team player and collaborator
  • Uncompromised reputation
  • Total confidentiality

Key Requirements

  • Bachelor's degree
  • Minimum five years of experience
  • Proficiency in Salesforce or similar CRM
  • High level of competency in Excel
  • Unrestricted work authorization in the United States

Work Rights

Must have unrestricted work authorization

Tailored Resume

Cover Letter