Corient · 1 month ago
Client Success Specialist II
St. Petersburg, FL
Full-time
Onsite
Entry, Mid Level
2+ years expCorient is a fast-growing wealth management platform dedicated to helping high- and ultra-high-net-worth individuals preserve their wealth. The Client Success Specialist II will onboard clients, support Lead Advisors, train team members, and ensure superior customer service.
AdviceConsultingWealth Management
No H1B
Responsibilities
Manage end-to-end process of onboarding 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
Trains, mentors and assists with other team members’ 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, 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
Qualification
Required
BA/BS degree required
Minimum two (2) years' work experience in Financial Services
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 communications skills
Must be 18 years of age or older
Must have unrestricted work authorization to work in the United States
Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement
Preferred
Working knowledge of operations in a Registered Investment Adviser (RIA) firm preferred
Experience utilizing Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, and Salesforce CRM, a plus
Benefits
401(k) Plan with Employer Matching
Four Medical Plan options that is generously subsidized by Corient
Employer paid Dental, Vision & Life and AD&D Insurance
Employer paid Short-term & Long-term Disability
Paid Maternity & Parental Leave
Flexible Spending Accounts & Health Savings Accounts
Dependent Care FSA
Commuter & Transit FSA
Corporate Discount Program - Perkspot
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
Company
Corient
Corient offers wealth management and consulting services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Nimesh Patel
Partner, Chief Technology Officer
Andrew Walsh, CPA, CFP®, CTFA
Manager of Personal CFO Services
Recent News
2025-10-03
2025-09-29
Company data provided by crunchbase