Client Success Specialist II

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Location: St. Petersburg, FL

We are seeking a highly motivated, detail‑oriented, and experienced Client Service Specialist II to join our team. The successful candidate will possess exceptional attention to detail and a strong command of the English language, with emphasis on writing, grammar, and punctuation. The Client Service Specialist II is expected to make a direct impact on the business by onboarding clients, working with Lead Advisors to support the needs of our clients, training and supporting Client Service team members, and acting as a liaison with our custodian, always delivering superior customer service.

• Manage end‑to‑end onboarding of new clients, from straightforward to the most complex; prepare custodial paperwork to facilitate initial account investment, establish accounts with custodian, and reconcile holdings and cost basis on new and transferred accounts.
• Provide superior internal and external client service by anticipating client needs, managing expectations and delivering quality product in a timely manner.
• Diligently train, mentor and assist other team members with questions.
• Develop skill sets to support additional areas of expertise, including Digital Concierge, technology tools, cost basis expert, financial planning.
• Maintain client accounts, records, and systems in accordance with firm standards.
• Perform daily reconciliation of internal accounting system with custodians.
• Research and resolve client inquiries, including the most complex, in a timely manner.
• Review daily reports and alerts to ensure data integrity.
• Develop and maintain procedures and training materials.
• Educate clients on account services and capabilities and participate in client meetings, including review of account materials for signature and digital concierge.
• Participate in monthly, quarterly, and annual reporting processes.
• Other duties and projects, as assigned.

• BA/BS degree required.
• Minimum two (2) years’ work experience in Financial Services; working knowledge of operations in a Registered Investment Adviser (RIA) firm preferred.
• Experience utilizing Charles Schwab Advisor Center, Fidelity Wealthscape, Docu Sign, Tamarac, Addepar, and Salesforce CRM, a plus.
• Excellent written and oral communication skills required, including spelling, grammar, punctuation, and business writing.
• Proficient in all MS Office applications, particularly Word, Excel, and Outlook.
• Professional, personable, tactful, efficient, and self‑motivated.
• Collaborative, creative, team player, and problem‑solver.
• Strong interpersonal skills and sense of teamwork valued.
• Strong organizational skills, multitasking, accuracy, service‑minded, and meticulous adherence to details required.
• Strong written and verbal communication skills.

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• Corient participates in E‑Verify and will provide the federal government with your Form I‑9 information to confirm that you are authorized to work in the U.S. If E‑Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact the Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including…