Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Success & Portfolio Coordination Specialist

Corient Services LLC

Corient Services LLC in Houston, Texas seeks a capable candidate who will serve as the central point of contact for client requests, ensuring effective communication and coordination among clients, advisors, and support teams. This position requires a Bachelor's degree, a minimum of 3-5 years’ experience, and proficiency with Salesforce and other tools. The role includes scheduling meetings, generating reports, and engaging with client needs daily. Generous benefits include a 401(k) plan, health insurance options, and professional development support. #J-18808-Ljbffr Corient Services LLC

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Success & Portfolio Coordination Specialist in Houston, TX vacancy
  •  ...Senior Specialist, CLO Client Reporting We're seeking a future team member...  ...ways: Owns and runs portfolio Compliance and waterfall Models...  ...smoothly and tasks are coordinated. Analyze and...  ...models/ test results. To be successful in this role, we're seeking... 
    Suggested
    Work experience placement

    BNY

    Houston, TX
    23 hours ago
  •  ...central point of contact for ingesting client requests Coordinate between client, advisor, and...  ...documents, or other reports Generate portfolio reports Complete required paperwork...  ...environment is key to individual and company success. We are committed to fully utilizing... 
    Suggested
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient Capital Partners

    Houston, TX
    23 hours ago
  •  ...changeCurious - we turn knowledge into actionWood Mackenzie is looking for a Lead Customer Success Manager to take ownership of a curated portfolio of high-value Power & Technology clients, including hyperscalers and large technology companies, during a critical period of... 
    Suggested
    Contract work
    Fixed term contract
    Immediate start

    WOOD MACKENZIE INC.

    Houston, TX
    23 hours ago
  •  ...Job summary: The Specialist, OPS Client Service Representative plays a crucial role in the...  ...involves managing complex client inquiries, coordinating operational processes, and ensuring...  ...interactions and processes. To be successful in this role, we're seeking the... 
    Suggested

    BNY Mellon

    Houston, TX
    1 day ago
  •  ...Job Title Specialist, OPS Client Service Representative Job Description The Specialist,...  ...involves managing complex client inquiries, coordinating operational processes, and ensuring...  ...and processes. To be successful in this role, we're seeking the following... 
    Suggested
    Full time
    Flexible hours
    Shift work

    BNY

    Houston, TX
    3 days ago
  •  ...motivated and detail-oriented professional to join their remote team in Houston, Texas. The role involves supporting clients through the planning and coordination process, emphasizing strong communication and organizational skills. Ideal candidates will thrive in a flexible... 
    Remote work
    Flexible hours

    Travelingmedic

    Houston, TX
    1 day ago
  • Senior Specialist, CLO Client Reporting Location: Houston, Texas Overview The Senior Specialist...  ...operational excellence. Responsibilities Run portfolio compliance and waterfall models and...  ...and Client Service Managers to coordinate tasks. Analyze and incorporate... 
    Work experience placement

    BNY

    Houston, TX
    23 hours ago
  • Senior Specialist, CLO Client Reporting We're seeking a future team member for the role of Senior...  .... Responsibilities Owns and runs portfolio Compliance and waterfall Models and deliver...  ...flows smoothly and tasks are coordinated. Analyze and incorporate Client/Auditor... 
    Work experience placement
    Flexible hours

    BNY Mellon

    Houston, TX
    4 days ago
  •  ...As a CBRE Agency Asset Sr. Coordinator, you will assist the team with...  ...functions related to loans and portfolios. This job is part of the...  ...operating buildings on behalf of a client or group. What You’ll Do:...  ...contributes to our company’s success. CBRE provides reasonable... 
    Second job
    Visa sponsorship
    Flexible hours

    CBRE

    Houston, TX
    1 day ago
  •  ...Overview We are seeking a Remote Client Experience Coordinator to support individuals and families with planning, organizing, and managing important life events and experiences. This role focuses on delivering exceptional service, clear communication, and thoughtful coordination... 
    Remote work
    Flexible hours

    Cathiesconnections

    Houston, TX
    4 days ago
  •  ...Client Accounting Coordinator Hunton Andrews Kurth LLP, an international law firm, is actively recruiting a Client Accounting Coordinator....  ...cooperative manner as a member of a team. To perform this job successfully, the incumbent must possess the abilities or aptitudes... 
    Contract work

    Hunton Andrews Kurth LLP

    Houston, TX
    4 days ago
  • $18 - $21 per hour

     ...Job Description Job Description Client Relations Coordinator (Contract) Industry: Energy Sector Location: 100% ONSITE - Downtown Houston, 77002 Schedule: Monday-Friday, flexible start time between 6:00 AM - 8:00 AM Position Type: Temporary / Contract... 
    Hourly pay
    Contract work
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    LHH US

    Houston, TX
    7 days ago
  •  ...Basic Needs Program Coordinator Serves as a primary point of contact for students in need of support and will facilitate the provision...  ...insecurities in coordination with the Dean of Student Success offices, Counseling and Ability Services providers, Financial... 
    Temporary work
    Part time
    Interim role
    Immediate start
    Flexible hours
    Weekend work
    Afternoon shift

    Houston Community College

    Houston, TX
    2 days ago
  •  ...about commercial real estate. Clients and investors rely on us for...  ...SUMMARY: The Brokerage Coordinator position is responsible for...  ...Sciences Advisory Services portfolios and clients. It is also the...  ...Transwestern is subject to successfully passing a drug screen check... 
    Work at office
    Flexible hours
    Shift work

    Transwestern

    Houston, TX
    4 days ago
  •  ...support in organizing events for agency clients. Additionally, you will be responsible for...  ...support to agencies to maximize their success with our services. Business Development...  ...within existing agency relationships. Event Coordination & Support Assist in planning and... 
    Remote job

    DEMAND.com

    Houston, TX
    3 days ago
  •  ...Description: Kirksey Architecture is seeking a Proposal Coordinator/Pursuit Specialist to join our team in our Dallas or Houston office....  ...ARCHITECTURE At Kirksey, we greatly value our people, our clients, our communities, and our planet. As architects, designers... 
    Temporary work
    Work at office

    KIRKSEY ARCHITECTS INC

    Houston, TX
    3 days ago
  • $20 - $25 per hour

     ...A client of Innova Solutions is immediately hiring for a Client...  ...details with clients/FA. Coordinate with other teams (Billing, Ops...  ...to financial advisors, portfolio managers, or high-net-worth...  ...program for referrals that we successfully place with our clients, subject... 
    Full time
    Contract work
    Temporary work
    Work experience placement
    Immediate start
    Remote work
    Worldwide
    Flexible hours

    Innova Solutions

    Houston, TX
    1 day ago
  •  ...Client Relationship Analyst Client Relationship Analysts provide...  ...a client first mindset, a successful candidate for this role will...  ...relating to investment portfolio holdings, performance reporting...  ...Managing the calendar including coordinating meetings or events with... 
    Work at office
    Local area

    Morgan Stanley

    Houston, TX
    2 days ago
  • Engineering Student Success Coordinator The University of St. Thomas, a private university committed to the liberal arts and to the intellectual and religious tradition of Catholic higher education, invites applications for an Engineering Student Success Coordinator. This... 
    Full time
    Internship

    University of St. Thomas

    Houston, TX
    23 hours ago
  •  ...market. With nearly 1,500 employees across 26 offices, we support clients ranging from large multinationals to mid-sized businesses and...  ...and ambitions. We are currently seeking a Client Proposals Coordinator to support the preparation, coordination and submission of... 
    Temporary work
    Work experience placement
    Shift work

    FBT Gibbons

    Houston, TX
    3 days ago
  •  ...Lead Category Management Specialist (Indirect/ Shared...  ...to a diverse worldwide client base across the energy...  ...development across a diverse portfolio of indirect spend...  ...Site Services. The successful candidate will play a...  ...performance improvements. Coordinate with Purchasing and... 
    Permanent employment
    Full time
    Contract work
    For contractors
    Casual work
    Work at office
    Worldwide

    NES Fircroft

    Houston, TX
    17 hours ago
  • A leading company in construction is seeking an Estimator Coordinator to support its estimating team. The successful candidate will manage project details and enhance communication with clients and vendors while ensuring precise estimates are maintained. Strong organizational... 
    Flexible hours

    ENDEAVOR CONSTRUCTION SOLUTIONS LLC

    Houston, TX
    23 hours ago
  •  ...hours/week) **Overview** A fast-growing portfolio of businesses based in Houston, Texas—...  ...)—is seeking a highly professional **Client Success & Sales Administrator**. This role...  ..., book physical shop consultations and coordinate with the Houston-based on-site operations... 
    Price work
    Full time
    Local area
    Immediate start
    Remote work

    Eco2Office

    Houston, TX
    a month ago
  •  ...team member to manage project documentation, maintain files, and coordinate meetings. Candidates must have an Associate degree or relevant...  ...organized project processes and effective communication with clients and teams. #J-18808-Ljbffr Fashion Institute of Design &... 
    Full time

    Fashion Institute of Design & Merchandising

    Houston, TX
    1 day ago
  • $39.92 - $49.32 per hour

     ...Job Title: Client Service Analyst 3 Location: Maryland - Remote...  ...annual payment and tax reports. Coordinate with operations teams to...  ...accuracy standards. Perform portfolio compliance tests on a selection...  ...the ins and outs of how successful companies operate and manage... 
    Hourly pay
    Remote work

    Western Alliance Bank

    Houston, TX
    2 days ago
  •  ...Specialist, Client Processing At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible... 
    Work experience placement
    Local area
    Worldwide
    Flexible hours

    BNY

    Houston, TX
    5 days ago
  •  ...hiring for Sourcing Specialist in Houston, TX - 12 +...  ...Sources and manages a portfolio of products or services...  ...Electrical) Support all clients in the business and...  ...geographies Critical Success Factors Focus on...  ...with the materials coordinators and project procurement... 
    Contract work
    Currently hiring
    Local area
    Remote work
    Monday to Friday
    Monday to Thursday

    Kelly

    Houston, TX
    2 days ago
  •  ...better and enables employees’ growth and success. As a leading global financial services...  ...breakthrough technologies to collaborate with clients, driving transformative solutions that...  ...extraordinary. Job Description Senior Specialist Client Processing - Loans Enablement At... 
    Work experience placement
    Work at office
    Local area
    Worldwide
    Flexible hours

    BNY Mellon

    Houston, TX
    23 hours ago
  • Senior Associate, Client Processing - Loans Enablement Location: Houston, TX. In this role, you’ll make an impact in the following ways...  ...to the achievement of related teams objectives. To be successful in this role, we’re seeking the following: Bachelor's degree or... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    BNY Mellon

    Houston, TX
    3 days ago
  • $35 - $40 per hour

     ...creative solutions to clients in the real estate &...  ...award-winning project portfolio. Atwell is a...  ...Right of Way Acquisition Specialist with a strong title...  ...interactions directly support successful project delivery....  ...of damage claims in coordination with project leadership... 
    Remote work

    Atwell, LLC

    Houston, TX
    6 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Success & Portfolio Coordination Specialist. Be the first to apply!