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Wealth Reporting & Data Specialist

$70.4k - $100k

Corient Services LLC

Corient Services LLC, located in Columbus, Ohio, seeks a professional for client reporting management. The role involves building and maintaining reporting templates and data management to support Wealth Advisors. Ideal candidates will have 3–5 years in client or investment portfolio reporting, preferably within wealth management. This exempt position offers a salary range of $70,400 – $100,000 and requires on-site work four days a week. Benefits include a 401(k) plan, medical, dental, and life insurance, and paid professional development opportunities. #J-18808-Ljbffr Corient Services LLC

Vacancy posted 5 days ago
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