Client Service Support Rep (Temp)

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. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Help drive the Client Reporting offering roadmap, in close partnership with Advisory, Family Office, Investments, Compliance, and Enterprise Platforms
Client Reporting servicing. Provide client reporting support to Wealth Advisors and Client Service Specialists.
Client Reporting data management. Operate reporting data workflows and feeds underlying client reports, in close partnership with the Platform and Data Ops team. Monitor critical elements such as security master, allocations, and performance returns.
Quality Assurance. Perform data and reporting quality control to ensure reporting and data integrity.
3-5 years of experience in client or investment portfolio / performance reporting.
~ Experience in wealth management, asset management, or investments related data or reporting role.

Effective communication, both orally and in writing.
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.
Must be 18 years of age or older.
S. citizens or permanent residents. 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. Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 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
• Flexible Spending Accounts & Health Savings Accounts
• Training Reimbursement
• Giving back to the community - Volunteer days

Corient 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.
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.
Client assets include all assets of Corient Holdings Inc.,