Client Service Specialist I
$25.5 - $32 per hourCorient Private Wealth LLC.
- # Client Service Specialist IApplylocations: Columbus, OHtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: June 30, 2026 (30+ days left to apply)job requisition id: JR5638**Join a team that values your ambition and empowers your growth** At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.**Responsibilities*** Provide support to the advisory teams by administering client data gathering, paperwork preparation and monitoring, and ongoing administrative support* Execute client funds transfers via custodian systems* Maintain CRM (Client Relationship Management) system with client information, tasks, workflows, etc.* Facilitate account transfers with timely communication regarding status updates to advisory team* Main point of contact with custodian and firm's technology service teams* Interact with other departments, including Alternative Investments, as back office support* Coordinate with clients’ other advisors as needed (CPAs, attorneys, etc.)* Provide general office support as needed* Other administrative duties as needed**Requirements*** BA/BS degree required* 1-3+ years of customer service background preferred* Enjoy being part of a team* Capable of adapting to change in a fast‐paced environment* Excellent verbal, written, analytical, and organizational skills* Community service driven and charitably minded* Strong sense of ethics and confidentiality with all matters in relation to the firm* Proficiency with MS Word, Excel, PowerPoint and Outlook*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 non-exempt and is paid according to the laws of the State of Ohio. The pay range for this position is $25.50 - $32.00 per hour. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.**Physical Requirements*** This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.* This position may require the ability to lift up to 15 pounds.* This position is required to work onsite 4 days per week.**U.S. Eligibility Requirements*** Must be 18 years of age or older.* Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.* Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.* Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.**What You Can Expect from Us**Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:* 401(k) Plan with Employer Matching* Four Medical Plan options that is 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* Giving back to the community - Volunteer daysCorient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.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.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.Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
- J-18808-Ljbffr Corient Private Wealth LLC.
Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the Client Service Specialist I in Columbus, OH vacancy
$25.5 - $32 per hour
...Responsibilities Provide support to the advisory teams by administering client data gathering, paperwork preparation and monitoring, and... ...Main point of contact with custodian and firm's technology service teams Interact with other departments, including Alternative...SuggestedHourly payPermanent employmentTemporary workWork at officeFlexible hoursCorient Capital Partners
Columbus, OH1 day ago$17 per hour
...Job Title Client Transportation Coordinator / Transportation Specialist, Transportation Services Technician /Mobility Services Specialist, Client Services Driver / Client Support Driver Location 2100 Stella Court, Columbus, OH, 43215, United States Base Pay...SuggestedAlvis Inc
Columbus, OH5 days ago- ...Job Title: Client Services Onboarding Specialist I Location: OH - Columbus What you'll do: As a Client Services Onboarding Specialist I you will be responsible for delivering tailored, exceptional service to law firms, legal professionals, and fiduciary...SuggestedWork at office
Western Alliance Bank
Columbus, OH11 hours ago - A vehicle rental company in Columbus, Ohio is seeking a Client Representative to manage vehicle inventory and ensure exceptional customer service. Responsibilities include conducting inspections on rental returns, managing routine vehicle maintenance, and maintaining relationships...SuggestedPermanent employmentFull time
$24.95 - $33.87 per hour
Plante Moran in Columbus, Ohio, is looking for a Client Services Administrator responsible for delivering superior client service, preparing account paperwork, and ensuring timely account transfers. Candidates should have at least 2 years of administrative experience, a...SuggestedHourly payFlexible hours$25.5 - $32 per hour
...Responsibilities Provide support to the advisory teams by administering client data gathering, paperwork preparation and monitoring, and... ...the main point of contact with custodian and firm’s technology service teams. Interact with other departments, including Alternative...Hourly payPermanent employmentTemporary workWork at officeFlexible hours- The Franklin County Ohio Department of Human Resources is seeking candidates for a customer service position. The role includes providing assistance to clients, answering phones, and maintaining accurate client records. Applicants must possess a high school diploma or equivalent...
- ...contribution. Position Overview This role supports a growing financial services organization by delivering structured financial education and... ...opportunities Career Path Advancement into senior specialist, leadership, or training roles based on performance. #J-18808...Remote workFlexible hours
- ...experience in Commercial Property & Casualty insurance. This role encompasses responding to client requests, processing endorsements, and providing outstanding customer service. Candidates should possess a state Property & Casualty insurance license or the ability to obtain...
- Insight Global is hiring a Client Service Associate in Columbus, Ohio. The role involves managing client servicing needs, policy updates, and ensuring client satisfaction. Responsibilities include processing policy changes, delivering endorsements, and assisting with claims...
- Sales & Client Support Specialist: Travel Overview We are looking for a Sales & Client Support Specialist to assist clients with planning and booking travel while providing exceptional service throughout the sales process. This role blends client support with consultative...Remote workFlexible hours
- ...consulting firm in Columbus, Ohio, is seeking a Senior Associate- Client Rep to manage the renewal lifecycle for clients. You will... ...collaborating with internal teams and clients for exceptional service. Candidates should have over three years of Commercial Property...
- Gryphon Financial Partners is seeking a dedicated service professional to manage day-to-day aspects of client experiences in Columbus, Ohio. Key responsibilities include onboarding new clients, maintaining client services, and assisting with investment documents. The ideal...
- A financial services company based in Columbus, OH, is seeking a Client Services Onboarding Specialist I. In this role, you will provide exceptional service to law firms and fiduciary clients, manage onboarding processes, and ensure compliance with regulations. Candidates...
- A virtual travel agency is seeking a Virtual Travel Client Services Coordinator to assist clients throughout their travel journey. Responsibilities include communicating via email, phone, and chat, assisting with travel plans, providing destination information, and following...Remote workFlexible hours
Dreamstravelcr
Columbus, OH3 days ago $55k - $68k
Job description - Client Benefits Specialist Consolidated Employer Services, Inc. Columbus, Ohio, United States (On-site) Here at CES, we're one of the fastest-growing companies in our industry. We're looking for a talented Client Benefits Specialist to join our growing...Full timeWork at officeWork from homeRelocationMonday to Friday- A leading investment banking firm is looking for a Customer Service Specialist in Columbus, Ohio. This entry-level, contract position is perfect for recent graduates with degrees in Business, Marketing, or similar fields. You will handle inbound calls, deliver excellent...Contract work
- Capital City Appliance Service, Inc. is seeking a Billing Specialist based in Columbus, Ohio. The role involves creating and managing invoices and maintaining... ...payments. The ideal candidate will work closely with clients, resolve discrepancies, and contribute to the overall...
- ...Representative in Columbus, OH. The role entails responding to customer inquiries about brokerage accounts while providing exceptional service. Candidates should possess strong communication skills and a college degree or relevant experience. After a fully remote training...Remote work
- ...educational institution is seeking a Financial Representative in Columbus, Ohio. The successful candidate will provide exceptional client service, process financial requests, and support new account openings. Responsibilities include troubleshooting mutual fund inquiries...Full timeWork at office
- ...Client Representative / Customer Service Representative Tech Tammina LLC Job Description Responsible for management of all vehicles in Columbus, OH Conduct multi-point inspection on rental returns and identify mechanical and physical concerns Conduct...Permanent employmentFull time
Tech Tammina
Columbus, OH1 day ago $19.17 per hour
...strong team bonds. Hybrid Work Flexibility: After 6 months of service, enjoy a hybrid schedule that balances in-office and remote... ...Contact Center Experience. Position Description: Join our Client as a Customer Support Representative where you'll handle...Work at officeImmediate startRemote workRussell Tobin
Columbus, OH5 days ago- ...About Client: Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence...
ApTask
Columbus, OH3 days ago - Huntington Bancshares, Inc. is seeking a National Advice Center Service Specialist II to support our Financial Advisors and clients. This position is in office and involves proactive outreach, managing client investments, and providing top-tier service through phone interactions...Work at office
- ...No chasing uninterested leads. What You’ll Be Doing Meet with clients virtually using Zoom Walk individuals and families through available... ...nationwide. The company operates fully remotely with a focus on service, development, and long-term career growth. #J-18808-Ljbffr...Remote workFlexible hours
AO Globe Life
Columbus, OH3 days ago - ...Skybound Getaways is looking for a motivated Entry-Level Customer Service Representative to join our remote team. In this role, you will... ...support while helping create a positive experience for every client. This position is ideal for someone starting their career in customer...Remote workFlexible hours
Skybound Getaways
Columbus, OH3 days ago - ...Client Service Representative We are seeking a full time, experienced, Client Service Representative to join our busy 7 doctor team... ...expertise of more than 4,500 doctors, including 600+ boarded specialists. You will sharpen your skillsand even learn some new techniquesand...Full timeWork at officeLocal areaNight shift
VCA Animal Hospitals
Columbus, OH11 hours ago - ...Customer Service Outreach Specialist As Central Ohio's regional council, MORPC is an association of cities, villages, townships, counties, and... ...to the recruitment of weatherization and home repair clients. The Customer Service Outreach Specialist will actively seek...Permanent employmentPart timeH1bWork at officeLocal areaRemote workVisa sponsorshipFlexible hours
Mid-Ohio RPC
Columbus, OH1 day ago $19.17 per hour
...Customer Service Rep Columbus, OH - Hybrid 12 Months+ Preference for 1 of the following criteria: College Degree or Previous contact center experience Position Description: Client Support Service Professionals handle incoming phone calls regarding various service...Veterans Sourcing Group LLC
Columbus, OH3 days ago- Join to apply for the Customer Services Representative role at Exela Technologies Health & Wellness We offer comprehensive health and wellness... .... Customer Service: Customer-Centric Mindset, prioritizing client satisfaction and experience, service knowledge, and...Extra incomeTemporary workWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Specialist I. Be the first to apply!
Related searches
- customer service representative csr Columbus, OH
- customer retention representative Columbus, OH
- service representative Columbus, OH
- client retention specialist Columbus, OH
- bilingual customer support specialist Columbus, OH
- customer service associate remote Columbus, OH
- customer service representative ii Columbus, OH
- international customer service representative Columbus, OH
- employee relations assistant Columbus, OH
- full time customer service representative work from home Columbus, OH