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Corient · 2 hours ago

Client Service Specialist I

Seattle, WA

Full-time

Onsite

Mid, Senior Level

$31.25/hr - $38.46/hr

5+ years exp

Corient is a rapidly growing wealth management platform in the United States, dedicated to helping high-net-worth individuals and families preserve their wealth. The Client Service Specialist I will provide essential support to advisory teams, manage client data, and facilitate communication with various stakeholders.

AdviceConsultingWealth Management

H1B Sponsor Likely

Responsibilities

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 with timely communication regarding status updates to advisory team

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

Interact with other departments, including Alternative Investments, as back office support

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

Provide general office support as needed

Other administrative duties as needed

Qualification

Customer service experienceMS WordMS ExcelMS PowerPointMS OutlookAnalytical skillsOrganizational skillsEthicsCommunity service drivenTeam playerAdaptabilityCommunication skillsConfidentiality

Required

BA/BS degree required

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 sense of ethics and confidentiality with all matters in relation to the firm

Proficiency with MS Word, Excel, PowerPoint and Outlook

Preferred

5+ years of customer service background preferred

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)