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Wealth Client Services Specialist II

Corient Services LLC

Corient Services LLC is seeking a detail-oriented client services professional to act as a central contact for client requests, coordinating between clients, advisors, and support teams. You will manage daily communications, data input, and portfolio reporting to ensure accurate and timely service. The role requires 1–3 years of experience, a Bachelor’s degree or equivalent, and proficiency with Salesforce, DocuSign, and Microsoft Office. On-site presence is required in New Jersey. #J-18808-Ljbffr Corient Services LLC

Vacancy posted 4 days ago
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