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Wealth Client Experience Specialist

Corient Services LLC

Corient Services LLC in New York is looking for a skilled individual to serve as a central point of contact for client requests. The role involves coordinating between clients and advisory teams, supporting client prospecting, and utilizing Salesforce for data management. The ideal candidate will have a Bachelor's degree, 3-5 years of experience, and superb communication skills. This position provides various benefits, including a 401(k) plan, medical options, and paid professional designations. #J-18808-Ljbffr Corient Services LLC

Vacancy posted 4 days ago
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