Corient

Corient

Client Service Lead

Morristown, NJ

No sponsorship$90k-$125kDetected 15 days ago
SalesforceCRMExcelLeadershipCommunicationCollaborationOrganizational SkillsMicrosoft Office

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

  • Lead and oversee a team of Client Service Associates, fostering a culture of collaboration, accountability, and continuous improvement.
  • Ensure quality, timeliness, and consistency of team's work, and maintain accountability for team's output.
  • Manage workload distribution, set priorities, and monitor performance metrics for team members.
  • Lead team-level process improvements by implementing changes that enhance consistency, efficiency, and overall service delivery.
  • Coach and develop junior team members by providing structured guidance, ongoing feedback, and targeted training.
  • Proactively seek out and pursue opportunities to drive improved client and business outcomes, in partnership with firm leadership.
  • Proven ability to lead, develop, and inspire high-performing teams
  • Strong strategic thinking and decision-making skills, with the ability to manage escalations and drive effective outcomes
  • Highly collaborative, with the ability to partner effectively across cross-functional teams
  • Demonstrated ability to manage and develop high-performing teams.

Requirements

  • Must be 18 years of age or older.
  • Partner across clients, advisors, and other internal teams and 3rd parties to oversee all operational and administrative activities required to support client relationships.
  • A bachelor's degree
  • Minimum 5 years of experience in financial services, with at least 3 years in a leadership or supervisory capacity.
  • 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

  • Advanced proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite, and a (high level of competency in Excel)

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 $90,000-$125,000 USD per year.

Benefits

  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts

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.

Visa & Work Authorization

  • Must have unrestricted work authorization to work in the United States.
Apply directly at Corient →Create a free account for alerts like thisView Corient immigration profile

This listing is sourced directly from Corient's careers page and normalized into a canonical job model.