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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

Vacancy posted 1 day ago
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