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Corient

Fiduciary wealth management and investment advisory

Client Service Specialist 2

Wealth Management & Financial AdvisoryUpdated on Nov 13
Full-timeDenver, CO, USA$60k - $85k /yr

About the Job

Requirements

  • A bachelor's degree from an accredited institution is required.
  • A minimum of 5 years of experience is required.
  • Experience with Salesforce, portfolio accounting software, DocuSign, and Microsoft Suite is required, with competency or the ability to learn quickly.
  • Strong verbal, written, analytical, and organizational skills are required.
  • The ability to identify, meet, and follow through on client needs and requests is required.
  • The role requires flexibility and confidentiality when handling client and firm matters.
  • Must be at least 18 years old and have unrestricted work authorization in the United States.
  • Must be willing to execute the Employee Agreement or Confidentiality and Non-Disclosure Agreement, including post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
  • The role requires the physical ability to work in an office, including prolonged periods sitting at a desk and working on a computer, and may require lifting up to 15 pounds.

Responsibilities

  • Serve as the central point of contact for ingesting client requests.
  • Coordinate between clients, advisors, and additional support teams to execute and track client requests.
  • Take prompt, effective action to address client needs.
  • Use a proactive, action-oriented approach to handling challenging client requests.
  • Support client prospecting through data input.
  • Schedule meetings between the advisory team and clients.
  • Enter client and advisor requests into Salesforce and track their completion.
  • Retrieve and distribute client statements, tax documents, and other reports.
  • Generate portfolio reports.
  • Communicate with clients daily to address their day-to-day needs in an articulate and professional manner.
  • Complete required paperwork.
  • Open accounts for existing clients.
  • Understand the firm's wealth management process.
  • Work onsite four days per week.

Desired Qualifications

  • A customer service background is preferred.

About the Company

Corient

Fiduciary wealth management and investment advisory

Corient Capital Partners provides wealth management and investment advisory services for ultra-high-net-worth individuals and families. It acts as a fiduciary, offering holistic financial planning, investment management, tax and trust services, lending, and an alternatives platform that can include private equity, hedge funds, and real estate funds. The firm differentiates itself through its client-first fiduciary standard and its integration within the CI Financial network, unifying multiple legacy firms under a single brand to access diverse investment strategies. Its goal is to preserve and grow client wealth across generations while expanding its U.S. presence with backing from its parent company and strategic partners.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Newport Beach, CA
Founded
2015

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