Corient
Senior Client Service Specialist
Morristown, NJ · Senior
No sponsorship$80k-$100kDetected 5 days ago
SalesforceCRMExcelCommunicationCollaborationOrganizational 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
- Manage the complete client life cycle for assigned relationships.
- Cultivate & maintain strong relationships with clients, colleagues & external partners.
- Prepare for and attend client meetings as necessary, manage follow-up and documentation.
- Create & maintain formula-based analytics using Excel.
- Manage special projects and life events based on client requests.
- Ability to maintain total confidentiality
Requirements
- Must be 18 years of age or older.
- A bachelor's degree
- Minimum of five years of experience at an RIA or similar financial services company
- Proficiency in Salesforce or similar CRM system
- Proficiency in Microsoft Office, with a high level of competency in Excel
- Travel is not required
- 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.
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 $80,000-$100,000 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.
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This listing is sourced directly from Corient's careers page and normalized into a canonical job model.