Corient
Client Service Specialist II
US-WA-Seattle-1420 Fifth Avenue · Mid
No sponsorship$69k-$86kDetected 21 days ago
SalesforceCRMAccountingExcelResearchCommunicationOrganizational SkillsMicrosoft Office
About the role
- We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.
- Pay Information This position is exempt and is paid according to the laws of the State of Washington.
- The pay range for this position is $68,640-$85,800.
Responsibilities
- Manage end-to-end process of onboarding new clients, from straightforward to the most complex; prepare custodial paperwork to facilitate initial account investment, establish accounts with custodian, and reconcile holdings and cost basis on new and transferred accounts
- Develop skill sets to support additional areas of expertise, including Digital Concierge, technology tools, cost basis expert, financial planning
- Maintain client accounts, records, and systems in accordance with firm standards
- Perform daily reconciliation of internal accounting system with custodians
- Develop and maintain procedures and training materials
Requirements
- BA/BS degree required
- Excellent written and oral communication skills required, including spelling, grammar, punctuation, and business writing
- Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required.
- This position may require the ability to lift up to 15 pounds.
- Must be 18 years of age or older.
Nice to have
- Minimum two (2) years' work experience in Financial Services
- working knowledge of operations in a Registered Investment Adviser (RIA) firm preferred
- Experience utilizing Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, and Salesforce CRM, a plus
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 $68,640-$85,800.
- Participate in monthly, quarterly, and annual reporting processes
- It is not typical for an individual to be offered a salary at or near the top of the range for a position.
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.
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This listing is sourced directly from Corient's careers page and normalized into a canonical job model.