Client Service Specialist II Onboarding & Wealth Support

Corient Private Wealth LLC.

Corient Private Wealth LLC. in San Diego is seeking a Client Service Specialist II to manage the onboarding of new clients and provide exceptional service. The ideal candidate has a BA/BS degree, at least two years of experience in financial services, and strong communication skills. This role includes handling complex client inquiries and maintaining detailed records, ensuring client satisfaction. The position offers a competitive salary and comprehensive benefits including healthcare and 401(k) matching. #J-18808-Ljbffr

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Vacancy posted 1 day ago

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