Senior Client Success Specialist

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 focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. Key Responsibilities Serve as central point of contact for ingesting client requests Coordinate between client, advisor, and additional support teams to execute and track against client requests Take prompt effective action to address client needs Demonstrate a proactive and action‑oriented approach to handling challenging client requests Support/data input for client prospecting Schedule meetings between advisory team and clients Input client and advisor requests into Salesforce, track completion Retrieve and distribute client statements, tax documents, or other reports Generate portfolio reports Communicate with clients daily, addressing their day‑to‑day needs in an articulate and professional manner Complete required paperwork Open accounts for existing clients Understand firm’s wealth‑management process Required Qualifications and Skills Bachelor's degree from an accredited institution Minimum of 5 years’ experience Experience with Salesforce, Portfolio Accounting Software, DocuSign, and Microsoft Suite (competency or ability to learn quickly) Customer service background preferred Excellent verbal, written, analytical, and organizational skills Ability to identify, meet and follow through with client needs and requests Goal‑oriented team player with a “no job is beneath me” attitude Community service driven and charitably minded Able to work independently Enjoy being part of a team Highly flexible and maintains confidentiality with all client and firm matters Physical Requirements This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer, and the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week. U.S. Eligibility Requirements Must be 18 years of age or older. Must have unrestricted work authorization to work in the United States. Corient hires U.S. citizens or permanent residents. Can provide proof of work authorization; candidates who cannot be verified may be instructed to contact DHS or SSA. Must be willing to execute Corient’s Employee Agreement and Confidentiality and Non‑Disclosure Agreement. Benefits 401(k) Plan with Employer Matching Four Medical Plan options generously subsidized by Corient Employer‑paid Dental, Vision, Life and AD&D Insurance Employer‑paid Short‑term and Long‑term Disability Paid Maternity and Parental Leave Flexible Spending Accounts and Health Savings Accounts Dependent Care FSA Commuter and Transit FSA Corporate Discount Program – Perkspot Training Reimbursement Paid Professional Designations Volunteer days (community giving) Equal Opportunity Statement We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. 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. #J-18808-Ljbffr