Corient · 11 hours ago
Client Service Specialist I
San Diego, CA
Full-time
Onsite
Mid, Senior Level
$28.10/hr - $36/hr
5+ years expCorient is a fast-growing wealth management platform in the United States that serves high- and ultra-high-net-worth individuals and families. They are seeking a Client Service Specialist I to provide administrative support to advisory teams, maintain client information, and facilitate client communications and account transfers.
AdviceConsultingWealth Management
No H1B
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
Required
BA/BS degree preferred
5+ years of customer service background preferred
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
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
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