Corient · 1 day ago
Client Success Specialist II
Weston, FL
Full-time
Onsite
Mid Level
3+ years expCorient is a rapidly growing wealth management platform that helps high-net-worth individuals and families preserve their wealth and establish legacies. The Client Success Specialist II plays a key role in supporting the advisory team by serving as the main point of contact for client requests and ensuring their day-to-day needs are met.
AdviceConsultingWealth Management
No H1B
U.S. Citizen Only
Responsibilities
Preparing Client documents
Maintaining Files/ Vault/Organization of sub docs, tax returns, estate planning documents
Researching Client Issues
Ensure subscription docs/W9s are in the correct title and filed
Database management -Provide database manager with updates to the PMS system, submit requests to update market value, cost basis, contributions, realized gains for Alts
Correspondence to clients both written and electronic
Coordination of and preparation for client review meetings, minutes and follow ups
Assistance and input in the facilitation of quarterly client reviews, and formal client presentations
Performance Package from PMS System
Net Worth and Projected Income
Gifting Summary
Charitable Summary
Real Estate & Alternative coordination with Research Alts Manager
Update Commitments, Retitling, cash liquidity and timing of capital calls
Life Insurance Summary, premiums
Inter-Family Loans and ensure interest payments are made
Exit Summary, record all exits/proceeds clients have received
Expense Analysis/Budgeting where applicable
Contact Summary for clients
Submit cases/tasks in Salesforce for Ops Karla/Jiselle to execute, based on requests from Advisors
Update Client Portal where applicable
Coordination with PCFO if client has PCFO, reconcile cash movements
Coordination with CPA
Realized Gains/Losses and YTD Interest/Dividends for CPA to do projections
Coordination of K1/1099 Inventory with CPAs and answer any questions that might arise. Reconcile Distributions on K1s to make sure all cash was received for the year
Track any home improvements, property taxes to send to CPA
Estate Planning Coordination with Advisor, summary of ownership, EINs, Beneficiaries
Crummey Letters
Annual Filings
Adhoc Projects and Project Management
Local office interaction with other support members, Advisors and Management
Qualification
Required
Bachelor's degree from an accredited institution
Minimum of 3-5 years' experience
Intermediate to Advanced Excel and PowerPoint
Experience with Salesforce, Portfolio Accounting Software, Docusign, Microsoft Suite (competency or ability to learn quickly)
Excellent verbal, written, analytical, and organizational skills
Ability to identify, meet and follow through with client needs and requests
Able to work independently
Enjoy being part of a team
Must be highly flexible and confidential with all client and firm matters
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
Accounting or Finance degree preferred
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.
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