Apply on Employer Site

Corient · 2 weeks ago

Senior Client Service Specialist

Bellevue, WA

Full-time

Onsite

Mid, Senior Level

$79K/yr - $103K/yr

4+ years exp

Corient is a rapidly growing wealth management platform in the United States, dedicated to helping high- and ultra-high-net-worth individuals and families preserve their wealth. The Senior Client Service Specialist will manage client relationships, facilitate financial transactions, and coordinate with external partners to ensure comprehensive service for family office clients.

AdviceConsultingWealth Management

H1B Sponsor Likely

Responsibilities

Manage the complete client life cycle for assigned relationships

Cultivate & maintain strong relationships with clients, colleagues & external partners

Prepare and process internal & external client onboarding documentation

Facilitate money movements, transfers of assets, charitable contributions and RMDs with high level of accuracy

Monitor cash & account activity, custodian alerts and confirm completion of submitted requests

Prepare for and attend client meetings as necessary, manage follow-up and documentation

Coordinate and work with external partners to manage all financial, business, tax & insurance related matters for our family office clients

Monitor external alternative investments; complete subscription agreements, process & track capital calls/distributions

Partner with primary advisor to create and implement investment strategy; conduct periodic reviews and implement updates

Provide quarterly overview of billing calculations using provided comparisons

Proactively communicate with and anticipate the unique needs of your clients

Create & maintain formula-based analytics using Excel

Manage special projects and life events based on client requests

Qualification

SalesforceExcelBachelor's degreeRIA experienceAnalytical skillsVerbal communicationWritten communicationTeam playerOrganizational skillsDetail-orientedWork ethic

Required

A bachelor's degree

Minimum of four years of experience at an RIA or similar financial services company

Proficiency in Salesforce or similar CRM system

Proficiency in Microsoft Office, with a high level of competency in Excel

Complete integrity with an uncompromised reputation

Ability to maintain total confidentiality

An excellent team player who enjoys collaboration but also works well individually

Strong work ethic

Strong verbal and written communication skills

Excellent analytical and organizational skills

Ability to remain detail-oriented while multi-tasking and working at a fast pace

Ability to take ownership of projects and carry them through to completion

Travel is not required

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.

Founded in 2015

Miami, Florida, USA

1001-5000 employees

https://corient.com

H1B Sponsorship

Corient has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2)

2024 (2)