Client Success Specialist Ii

CI Financial Corp

Itasca, IL, United States
Base: $62,000 - $75,000 usd py; bonus/equity: not ...
Onsite
Bachelor's degree from accredited institution
3-5 years of client service experience
Proficiency with salesforce and microsoft suite
The Client Success Specialist serves as the central point of contact for high- and ultra-high-net-worth clients, coordinating requests between clients, advisors, and support teams

Job Summary

  • The Client Success Specialist serves as the central point of contact for high- and ultra-high-net-worth clients, coordinating requests between clients, advisors, and support teams.
  • This role requires daily communication with clients to address day-to-day needs while managing data input, account openings, and report generation using tools like Salesforce and Docusign.
  • Corient offers a comprehensive benefits package including 401(k) matching, medical plans, paid parental leave, and professional development reimbursement for team members.

Matching Summary

The Client Success Specialist serves as the central point of contact for high- and ultra-high-net-worth clients, coordinating requests between clients, advisors, and support teams.

Salary

Base: $62,000 - $75,000 USD per year; Bonus/Equity: Not specified; Benefits: 401(k) match, medical, dental, vision, life insurance, paid leave

Skills & Requirements

Must-have

  • Bachelor's degree from accredited institution
  • 3-5 years of client service experience
  • Proficiency with Salesforce and Microsoft Suite

Nice-to-have

  • Experience with Portfolio Accounting Software
  • Background in high-net-worth client services
  • Ability to work independently and collaboratively

Key Requirements

  • Minimum 3-5 years of relevant experience
  • Bachelor's degree required
  • Must have unrestricted US work authorization

Work Rights

Must be US citizen or permanent resident

Tailored Resume

Cover Letter