Corient
Client Service Specialist II
Morristown, NJ · Mid
No sponsorship$70k-$90kDetected 20 days ago
SalesforceAccountingCustomer SupportCommunicationOrganizational Skills
About the role
- We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.
- As the nature of business demands change, so may the functions of this position.
- Additional duties and responsibilities may be assigned with or without notice.
Responsibilities
- Coordinate between client, advisor, and additional support teams to execute & track against client requests
- Support data input for client prospecting
- Retrieve and distribute client statements, tax documents, or other reports
Requirements
- Must be 18 years of age or older.
- Complete required paperwork
- Bachelor's degree from an accredited institution
- Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)
- This position may require the ability to lift up to 15 pounds.
- Must have unrestricted work authorization to work in the United States.
- Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Nice to have
- Customer service background preferred
Skills
- Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
Compensation
- The pay range for this position is $70,000 - 90,000.
Benefits
- Employer paid Dental, Vision & Life and AD&D Insurance
- Paid Maternity & Parental Leave
- Flexible Spending Accounts & Health Savings Accounts
- Must be highly flexible and confidential with all client and firm matters
Company info
- Join a team that values your ambition and empowers your growth
- At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.
- We are always looking for talented and motivated individuals to join our team.
- If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
- Enjoy being part of a team
Visa & Work Authorization
- Must have unrestricted work authorization to work in the United States.
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This listing is sourced directly from Corient's careers page and normalized into a canonical job model.