Client Service Specialist Ii

Corient

Morristown, NJ, United States
Base: $70,000 - $90,000; bonus/equity: not specifi...
Onsite
Client request management
Daily client communication
Salesforce data input
Corient helps high- and ultra-high-net-worth individuals and families to enjoy a full life while enabling them to preserve their wealth for future generations

Job Summary

  • Corient helps high- and ultra-high-net-worth individuals and families to enjoy a full life while enabling them to preserve their wealth for future generations.
  • The Client Success Specialist will serve as the central point of contact for client requests, coordinating between clients, advisors, and support teams.
  • The company offers a 401(k) Plan with Employer Matching, subsidized medical plans, and employer-paid dental, vision, and life insurance.

Matching Summary

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

Salary

Base: $70,000 - $90,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client request management
  • Daily client communication
  • Salesforce data input
  • Document retrieval and distribution
  • Portfolio report generation

Nice-to-have

  • Team-centered environment
  • Exceeding expectations
  • Simplifying lives
  • Preserving wealth
  • Empowering growth

Key Requirements

  • 3-5 years' experience
  • Bachelor's degree required
  • Salesforce proficiency
  • Microsoft Suite competency
  • Unrestricted work authorization in the US

Work Rights

Must have unrestricted work authorization

Tailored Resume

Cover Letter