Client Success Specialist II - Financial Services

Corient, located in San Diego, California, seeks an organized and motivated individual to manage the end-to-end onboarding process for new clients in the Financial Services sector. The ideal candidate will have a BA/BS degree and at least two years of relevant experience, with proficiency in tools like Charles Schwab Advisor Center and Salesforce CRM. Strong communication, teamwork, and organizational skills are essential. Benefits include a generous 401(k) plan, medical insurance options, and paid parental leave. #J-18808-Ljbffr Corient