Client Service Specialist

Description

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. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team.

If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

• Provide support to the advisory teams by administering client data gathering, paperwork preparation and monitoring, and ongoing administrative support

• Execute client funds transfers via custodian systems

• Maintain CRM (Client Relationship Management) system with client information, tasks, workflows, etc.

• Facilitate account transfers withtimelycommunicationregardingstatus updates to advisory team

• Main point of contact with custodian and firm s technology service teams

• Interact with other departments, including Alternative Investments, asback office support

• Coordinate with clients’ other advisors as needed (CPAs, attorneys, etc.)

• Provide general office support as needed

• Other administrative duties as needed

• BA/BS degree preferred

• 5+ years of customer service background preferred

• Enjoy being part of a team

• Capable of adapting to change in a fast‐paced environment

• Excellent verbal, written, analytical, and organizational skills

• Community service driven and charitably minded

• Strong senseof ethics and confidentiality with all matters in relation to the firm

• Proficiency with MS Word, Excel,PowerPoint and Outlook

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position.

Additional duties and responsibilities may be assigned with or without notice.

This position is non-exempt and is paid according to the laws of the State of California.

The pay range for this position is $28.10-$36per hour.

We are required to provide a reasonable estimate of the compensation range for this role.

This rangetakes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers aredeterminedbased on final candidate qualifications and experience

• 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.
  
  Corientseeksto make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

• This position may require the ability tolift upto 15 pounds.

• This position isrequiredto workonsite4 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,Corienthires U.S. citizens or permanent residents. Exceptions to these requirements will bedeterminedbased on shortage of qualified candidates with a particular skill.
  
  Corientwillrequireproof of work authorization.

• Corientparticipates in E-Verify and will provide the federal government with your Form I-9 information to confirm that youare authorized towork 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 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 terminating your employment.
  
  Employers can only use E-Verify once you have accepted a job offer and completed the FormI-9.

• Must be willing to…