Corient
Client Service Specialist II
US-MA-Boston-1 Post Office-2400 · Mid
No sponsorship$60k-$80kDetected 8 days ago
SalesforcePipeline ManagementAccountingLogisticsCommunicationCollaborationTime ManagementOrganizational SkillsMicrosoft Office
About the role
- Corient is seeking a Client Service Specialist II.
- Serve as the primary administrative point of contact for ingesting, organizing, and prioritizing client requests
- Schedule and coordinate meetings between clients and advisory teams, managing calendars and logistics
Responsibilities
- If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
- Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience.
- As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
- Coordinate effectively between clients, advisors, and internal support teams to execute and track all client deliverables
- Maintain consistent, professional communication with clients, addressing day-to-day needs with responsiveness and attention to detail
- Generate and organize portfolio reports to support client communications and advisory decision-making
- Support data entry and maintenance for client prospecting and pipeline management
Requirements
- Must be 18 years of age or older.
- Complete required paperwork and assist with opening and maintaining client accounts
- Bachelor's degree from an accredited institution or equivalent experience
- Demonstrated strong administrative capabilities and organizational proficiency in managing workflows and documentation
- Experience with Salesforce, portfolio accounting systems, DocuSign, and Microsoft Office Suite (or ability to learn quickly)
- Proven ability to handle multiple priorities while maintaining accuracy and attention to detail
- Strong client service orientation with the ability to anticipate needs and follow through effectively
- Ability to work both independently and collaboratively within a team environment
- This position may require the ability to lift up to 15 pounds.
- Must have unrestricted work authorization to work in the United States.
Skills
- Excellent verbal, written, and interpersonal communication skills
- Organizational & Time Management 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 $60,000-80,000 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
- 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.
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.