Client Service Specialist II
Corient
- # Client Service Specialist IIApplylocations: US-FL-Palm Beach-230 Royal Palm Way-200: US-PA-Philadelphia-1601 Chestnut Street-3400time type: Full timeposted on: Posted Yesterdayjob requisition id: JR6031**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. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.**Your job duties would include but not be limited to the following:*** Working closely with senior relationship manager on all client requests of an administrative or operational nature. Client contact would be necessary based on the relationship manager’s direction and the complexity of the request.* Working with relationship manager as the contact person for day-to-day requests or questions from a client.* Completing sub-docs and wires per client instruction* Booking various client directives and investment transactions into the Black Diamond and/or CRM system (ie. upcoming cap calls, wire transfer payouts etc)* Assisting with reporting and reconciliation as needed* Fulfilling internal requests as designated by relationship managers (ie. various projects that the client requires)* Filing and completing paperwork and other for insurance, trust, estate and other issues as designated by the relationship manager* Assisting with household requests (ie. Bill pay, ad-hoc requests associated with client specific household situation)* Assisting with tax preparation and working with accountants to provide all tax info for client as neededWork Requirements:* Bachelor’s degree preferred (finance or business a plus)* 5 – 7 years' experience - preferably in the wealth management business* High level attention to detail* Responsiveness and timeliness is critical to the position* Excel and spreadsheet proficiency a plus* Familiarity with Black Diamond, Salesforce and Wealthscape a plus*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.***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. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.* This position may require 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. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.* Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.* Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure. **What You Can Expect from Us**Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:* 401(k) Plan with Employer Matching* Four Medical Plan options that is generously subsidized by Corient* Employer paid Dental, Vision & Life and AD&D Insurance* Employer paid Short-term & Long-term Disability* Paid Maternity & Parental Leave* Flexible Spending Accounts & Health Savings Accounts* Dependent Care FSA* Commuter & Transit FSA* Corporate Discount Program - Perkspot* Training Reimbursement* Paid Professional Designations* Giving back to the community - Volunteer days Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. 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. Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
- J-18808-Ljbffr Corient
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Service Specialist II in Florida, NY vacancy
- BNY Mellon in Lake Mary, FL is seeking a Specialist, Client Service II to join our team. You will work with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY. You will support clients in addressing operational...Suggested
- BNY is seeking a Specialist, Client Processing II to join their Global Clearing Operations team in Lake Mary, FL. This role involves routine and non-routine client service and transactional support, requiring a Bachelor's degree and preferably 0-3 years of experience....Suggested
- Avant Healthcare Professionals is seeking a Client Success Specialist II to oversee daily HCP placement activities and coordinate interviews with clients. You will maintain detailed notes, respond promptly, and help achieve placement goals in a fast-paced healthcare staffing...SuggestedWork at office
$23 - $25 per hour
...September 29, 2026 at 3:59 AM Customer Care Specialist II (Remote) As the leading innovator in... ...Vitu provides innovative, cutting-edge services to the motor vehicle industry. Our namesake... ...and Experience 3 years' experience in Client Services, Support, or related functions...SuggestedRemote jobHourly payWork at officeLocal areaFlexible hours$18 - $20 per hour
...Customer Service Representative II - Goshen, NY This is an on-site position located in Goshen, NY. Starting pay: $18.00/hour Work/Life Balance... ...members in managing and completing daily tasks. - Assist clients with the enrollment/transfer/disenrollment process...SuggestedMinimum wageContract workTemporary workWork experience placementLocal area- ...vacation and sick time Flexible spending Life Insurance, AD&D and Supplemental Insurance Position Summary The Technical Services Representative II provides technical services to both internal and external customers through phone calls, website chats, emails, and...For contractorsWork at officeFlexible hours
- Specialist, Client Service II 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 placementWorldwide
$16.6 - $20.8 per hour
...education is preferred. Ability to work in warehouse environment when researching discrepancies. Minimum two years of excellent customer service experience. Professional phone presence with strong listening and communication skills. Ability to multitask, high attention to...Hourly payWeekly payFull timeTemporary workWork at officeLocal areaMonday to FridayShift workAce Hardware
Florida, NY3 days ago- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...of private banking or complex financial services experience OR equivalent financial... ...to work and identify the need for team specialists; collaborate closely with other team members...Work at officeShift workDay shift
Bank of America
Florida, NY4 days ago $22.85 - $27.65 per hour
...is all about. Position Summary Provides support to customers and terminal operations by managing communications and coordinating service activities. Delivers accurate documentation and timely assistance to strengthen customer relationships and improve operational efficiency...Hourly payWork at officeLocal area- ...Guardant Health, Inc. is seeking a Client Services Key Account Specialist to provide high-touch support for Key Accounts, navigate EMR systems, and ensure accurate clinical documentation. The role emphasizes timely case resolution, proactive communications, and cross-...
Guardant Health
Florida, NY2 days ago - Job Description Client Processing - S6. Lead the day‑to‑day operations of a small‑ to medium‑sized client processing support team, providing... ...preferred. Experience in the securities or financial services industry is a plus. Applicable local/regional licenses or certifications...Local area
- Northern Trust in Bonita Springs, FL, seeks a Registered Associate II to support Financial Advisors through client service, onboarding, and trade execution. You will assist with account documentation, advisory agreements, and related correspondence while ensuring compliance...
- Bank of America, Merrill Wealth Management, seeks a Client Service Associate to support Financial Advisors by delivering exceptional client service and tailored banking solutions. You will educate clients on offerings, ensure accuracy in materials, and help maintain risk...Work at office
- Imporex Glass Tools Inc is seeking a Client Experience Specialist in the Town of Florida, New York. This role involves supporting clients, troubleshooting... ...internal teams to enhance client experience and resolve service challenges promptly. This full-time, in-person position...Full time
- ...exceptions and ensuring timely settlements. Troubleshoot collateral optimization tasks based on specific client parameters. Collaborate with technology, client service, risk, and product teams to address operational exceptions. Maintain comprehensive documentation,...Work experience placement
- MedVet is seeking a collaborative Client Service Representative to be the first contact for clients and their pets. You will ensure compassionate, efficient service while handling hospital data and payments in a fast‑paced specialty environment. The role emphasizes strong...
- Thrive Pet Healthcare’s Veterinary Specialty Hospital of Palm Beach Gardens is seeking a Veterinary Client Service Representative to join our Emergency/Specialty hospital in Palm Beach Gardens, FL. Be the face of our practice, delivering compassionate service to clients...
$52k - $65.2k
BNY is seeking a Specialist in Client Service Management I for Wealth Services Ops to serve as a key contact for clients, resolve issues, and maintain positive client relationships. Ideal candidates should have a Bachelor's degree and 2-3 years of experience in client...- Adams & Martin Group is seeking a highly organized Client Services Specialist for a temporary-to-permanent position. The role serves as the primary point of contact for clients, delivering accurate information and timely resolutions while upholding professional standards...Permanent employmentFull timeTemporary work
- Responsibilities Accountable for ensuring client retention and satisfaction Initiates outreach to clients as needed to provide exceptional service Independently handles loan servicing requests Manages the onboarding of new clients Serves as the primary point of contact...
- ...Cryo & Recovery in New York is looking for passionate consultants to provide exceptional service in wellness and cryotherapy. You will perform a variety of treatments, ensuring client comfort and safety, while driving sales through education. The ideal candidate should...
- We are seeking a highly organized, empathetic, and detail-oriented Client Services Specialist to join our team on a temporary-to-permanent basis. This role serves as the primary point of contact for our clients, ensuring they receive exceptional support, accurate information...Permanent employmentFull timeTemporary workLocal area
- Bank of America is looking for a Client Service Associate to support Financial Advisors and enhance client relationships. You'll be responsible for delivering accurate client materials and ensuring high-quality service. The ideal candidate will possess FINRA certifications...Work at office
- A leading financial services company is seeking a Bookkeeping Relations Specialist to provide exceptional client service remotely. You will oversee client onboarding, support technical setups, and educate clients on accounting practices. The ideal candidate will have 3...Remote job
- Fairygodboss seeks a Client Onboarding Specialist in Town of Florida to enhance the onboarding experience for mid-sized business clients. You will... ...ADP technologies, and collaborate with sales and customer service teams. The ideal candidate has a High School Diploma with...
- ADP is hiring a Client Support Specialist . In this role, you will serve as ADP's front‑line for solving clients' challenges, including issue resolution... ...on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands. The...
- ADP is hiring a Client Support Specialist . Job Overview The Client Support Specialist will serve as ADP's front‑line for solving clients' challenges... ...Qualifications • 3-5 years of experience in client service, customer service, or systems integration. • Ability to work...
- The Bank of Tampa is seeking a Banking Support Specialist to deliver exceptional client service across a broad range of banking functions in a branch setting. You will handle routine transactions, assist Banking Representatives, and engage in needs-based conversations...
- Fairygodboss is seeking a Client Support Specialist to join their team in New York. You will be responsible for solving clients' challenges, assisting... ...communication skills and a proactive approach to client service. The ideal candidate will have 3-5 years of experience in...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Specialist II. Be the first to apply!
Related searches
- spanish customer service representative Florida, NY
- airport customer service agent Florida, NY
- career services representative Florida, NY
- customer service officer Florida, NY
- at home customer service representative Florida, NY
- bilingual customer service representative spanish english Florida, NY
- full time customer service associate Florida, NY
- part time customer service representative work from home Florida, NY
- customer associate Florida, NY
- customer service specialist Florida, NY