Corient · 1 day ago
Client Service Specialist II
Chicago, IL
Full-time
Onsite
Entry Level
$60K/yr - $85K/yr
1+ years expCorient is a wealth management platform that assists high- and ultra-high-net-worth individuals and families. The Client Service Specialist serves as the central point of contact for client requests, coordinating between clients and the advisory team to ensure their needs are met.
AdviceConsultingWealth Management
No H1B
U.S. Citizen Only
Responsibilities
Serve as central point of contact for ingesting client requests
Coordinate between client, advisor, and additional support teams to execute & track against client requests
Communicate with clients daily, addressing their day-to-day needs in an articulate and professional manner
Support data input for client prospecting
Schedule meetings between advisory team & clients
Input client and advisor requests into Salesforce, track completion
Retrieve and distribute client statements, tax documents, or other reports
Generate portfolio reports
Complete required paperwork
Open accounts for existing clients
Qualification
Required
Bachelor's degree from an accredited institution or equivalent experience
Minimum of 1-3 years' experience
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
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