Wealth Client Services Specialist II
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Corient is seeking a detail‑driven wealth management assistant to support senior relationship managers in Boca Raton, FL. You will handle client requests, prepare sub-docs and wires, and enter transactions in Black Diamond or CRM systems, ensuring accuracy and timely service. Ideal candidates have a bachelor's degree, 5–7 years in wealth management, and proficiency with Excel; familiarity with Black Diamond, Salesforce and Wealthscape is a plus. Onsite four days a week. #J-18808-Ljbffr ci
Vacancy posted 1 day ago
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