Client Success & Portfolio Coordination Specialist II
Corient Services LLC
Corient Services LLC is seeking a detail‑oriented client relations professional to act as the central point of contact for client requests. You will coordinate across clients, advisors, and support teams to ensure timely execution and tracking of requests. The role emphasizes daily client communication, data input for prospecting, and scheduling meetings with the advisory team. Proficiency with Salesforce and Microsoft Office is required, with a strong emphasis on confidentiality and teamwork. #J-18808-Ljbffr Corient Services LLC
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$84.3k - $155.4k
...Effectively, manages personal portfolio and advises account... ...leadership, and clients.Recruiting for this... ...6.Work you'll doAs a Specialist, Government Client Contracts... ...and/or deficiencies; coordinates proposal updates;... ...duties as assigned.A successful candidate would...SuggestedContract workFor contractors$84.3k - $155.4k
...modifications as well as coordination for at risk items for the... ...Effectively, manages personal portfolio and advises account teams... ...026. Work you'll do As a Specialist Lead, Government Client Contracts Management on... ...compliance matters. A successful candidate would possess these...SuggestedContract work- ...Responsibilities Serve as central point of contact for ingesting client requests Coordinate between client, advisor, and additional support teams to... ...statements, tax documents, or other reports Generate portfolio reports Complete required paperwork Open accounts for existing...SuggestedPermanent employmentTemporary workWork at officeFlexible hours
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$83.82k - $127.12k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...seeking a Senior Associate of Client Success to join our experienced NetSuite... ...revenue growth within assigned accounts, coordinating cross-functional engagement, and contributing...Full timeWork at officeLocal areaRemote workWorldwide- ...Description We're seeking a future team member for the role of Specialist, Client Processing 2 to join our Transaction Processing team for... ...Ensure the quality and completion of own work. To be successful in this role, we're seeking the following: ~ Bachelors...Work experience placementFlexible hours
$93k - $171.3k
Position Summary The Specialist Manager, Government Client Contracts Management supports... ...also drives negotiation, portfolio oversight, and operational coordination across internal stakeholders... ...documentation and reporting A successful candidate would possess these...Contract work$65k - $75k
The Client Engagement Senior Coordinator is a key team member within the Marketing Department. The Senior Coordinator supports a range of office, regional... ...be found at Sidley.com/Benefits. To perform this job successfully, an individual must be able to perform the Duties and...Work at office- ...growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in... ...enhancing our customer's experience. Position Summary: The Titles Coordinator II will be responsible for managing and coordinating all...Work at officeVisa sponsorshipWork visaMonday to FridayFlexible hoursShift workWeekend work
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Department : Undergraduate Student Success Salary : Commensurate with Experience This position... ...hire for a Student Success Analyst I or II depending on the candidate's education... ...and implement new survey research. Coordinate with faculty and researchers on special reports...Work experience placementWork at office- Elios AI is hiring a Portfolio Engagement Lead for a full-time hybrid role based in Houston, Texas. The successful candidate will manage a portfolio of client accounts, focusing on retention and account growth while consulting on AI deployment. Key responsibilities include...Full time
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$100k - $120k
...About The Team We are seeking a Learning Specialist II to deliver an exceptional onboarding... ...decks, eLearning modules, and job aids. Portfolio Operations: Handle onboarding program logistics... ...to support team and organizational success, taking on tasks and operational...Work at officeRemote workFlexible hours- Member Success Specialist- Kids/Events at The Met Athletic Club | Premier Houston Fitness Club... ...Kids Club Supervisor is a peer role) Coordinates closely with the Kids Club Supervisor... ...child touchpoints. Maintain a dedicated portfolio of family members and conduct regular...Full timeTemporary workPart timeSummer workWork at officeNight shiftAfternoon shiftWeekday work
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$27 per hour
...commitment to delivering top-notch training and ensuring student success. We are passionate about equipping the next generation of... ...to hear from you! About the Role Student Success Coordinators are deeply student-centered, data-informed, and outcomes-driven...Hourly payFull timeWork at officeNight shift- Department: Client Success Reports To: Director of Client Success / New & Emerging Markets... ...Summary The Client Success Specialist (CSS) serves as the primary guide for... ...well-documented transition. * Coordinate with Benefits Consultants and Benefits...Contract work
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$112k - $249.6k
...where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Portfolio Analytics and Strategy Specialist Senior within PNC's Enterprise Risk Management organization, you will be based in Pittsburgh, PA / Charlotte...Full timeTemporary workPart timeWork experience placementWork at office- A prominent international law firm is seeking a Client Accounting Coordinator responsible for managing client billing processes and audits. The role requires three years of related experience, organizational skills, and proficiency in Microsoft Office tools. A team-oriented...Work at office
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A leading law firm in Houston, TX is seeking a Billing Coordinator to manage the client billing process. The ideal candidate will have 2-4 years of legal billing experience, a bachelor’s degree preferred, and strong analytical and time management skills. This role involves...$45k - $55k
...Hobby Center's Donor Relations Coordinator serves as a central... ...Maintain and manage personal portfolio of donors Database & Administrative... ..., hospitality, high-end client service, or related field •... ...partners to achieve collective success • Strengthening awareness and...Full timeCasual workWork at officeRemote workShift workNight shiftWeekend workAfternoon shift- ...STUDENT SUCCESS COORDINATOR Full Time, On Site Monday - Thursday 9am-6p. Friday 8a-4p. Some Saturdays. Summary: Works under and reports to the Director of Education. The primary responsibility of this role is to reenter students after dropping and help them with...Full timePart time
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