Corient · 8 hours ago
Client Service Manager
Columbus, OH
Full-time
Onsite
Mid, Senior Level
5+ years expCorient is a rapidly growing wealth management platform dedicated to helping high- and ultra-high-net-worth individuals preserve their wealth. The Client Service Manager will create and implement business processes, lead a team, and respond effectively to client issues while managing business configurations and supporting special projects.
AdviceConsultingWealth Management
No H1B
Responsibilities
Create and implement business processes to improve efficiency and consistency across offices
Lead a team of 4 direct reports and provide dotted-line support to 15+ team members
Respond quickly and effectively to client or advisor issues, ensuring timely resolution
Generate and analyze business metrics using Salesforce to support decision-making
Serve as the regional Salesforce administrator and trainer, helping teams use the platform effectively
Manage business configurations and support special projects as needed
Meet regularly with Advisors, Managing Partners, and Team Leads to understand needs and drive improvements
Qualification
Required
Bachelor's degree from an accredited institution
5–7 years of professional experience
3–5 years of experience managing teams
Experience with Salesforce, DocuSign, Microsoft Suite, and portfolio accounting software (or ability to learn quickly)
Strong communication, organization, and problem-solving skills
A customer service mindset and a collaborative, team-first attitude
Willingness to travel quarterly to OH, IN, and Western PA
High level of professionalism, confidentiality, and attention to detail
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