Client Service Specialist II

Position Overview At Corient, we help high- and ultra-high-net-worth individuals and families enjoy a full life while preserving their wealth for future generations. We value ambition and empower growth. This role supports client interactions within our wealth management platform. Responsibilities Serve as the central point of contact for ingesting client requests Coordinate between client, advisor, and additional support teams to execute & track client requests Communicate with clients daily, addressing day‑to‑day needs in an articulate and professional manner Support data input for client prospecting and schedule meetings between advisory team & clients Input client and advisor requests into Salesforce, track completion Retrieve and distribute client statements, tax documents, or other reports Generate portfolio reports and complete required paperwork Open accounts for existing clients Qualifications & Requirements Bachelor’s degree from an accredited institution or equivalent experience Minimum of 1–3 years’ experience Experience with Salesforce, Portfolio Accounting Software, DocuSign, and Microsoft Suite (competency or ability to learn quickly) Customer service background preferred Excellent verbal, written, analytical, and organizational skills Ability to identify, meet, and follow through with client needs and requests Ability to work independently while being part of a team Highly flexible and confidential with all client and firm matters Detail orientation, Service orientation, Action orientation, Communication, Responsiveness, Follow‑through 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. Pay Information This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $60,000 – 85,000 USD per year. The range is based on experience, skills, knowledge, abilities, education, licensure, and other business factors. Salary offers are determined by final candidate qualifications and experience. Physical Requirements This position requires the physical capabilities to work in an office environment, including prolonged periods of sitting at a desk and working on a computer. The position may require the ability to lift up to 15 pounds. The role requires onsite work 4 days per week. U.S. Eligibility Requirements Applicants must be 18 years of age or older; must have unrestricted work authorization in the United States. Corient hires U.S. citizens or permanent residents and requires proof of work authorization. The employer participates in E‑Verify and will provide the federal government with Form I‑9 information to confirm authorization. Applicants must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement. Benefits 401(k) Plan with Employer Matching Four Medical Plan options that are 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 Volunteer days Equal Employment Opportunity Statement 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. #J-18808-Ljbffr Corient Services LLC