Client Success Specialist II – Wealth Management
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-04
Listing for:
Corient Private Wealth LLC.
Full Time
position Listed on 2026-03-04
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, HelpDesk/Support, Customer Success Mgr./ CSM
Job Description & How to Apply Below
A wealth management platform is seeking a Client Service Specialist II who will serve as the main contact for client requests. The role involves coordinating communication between clients and advisors, scheduling meetings, and maintaining detailed records of client requests. Ideal candidates should possess a Bachelor's degree and have 3-5 years of experience along with strong skills in Salesforce and customer service.
This full-time position is located in New York, offering a salary between $70,000 - $90,000 per year.
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