Wealth Client Services Associate II
Corient Services LLC
Corient is seeking an experienced client services professional in Boca Raton, FL to support a senior relationship manager on client requests and operational tasks. You will manage wires, sub-docs, and fees, assist with reporting and tax information, and coordinate household needs. This role is onsite four days a week; a bachelor’s degree and 5–7 years in wealth management are preferred. We offer a comprehensive benefits package and a collaborative, client-first culture. #J-18808-Ljbffr Corient Services LLC
Vacancy posted 2 days ago
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