Customer Service Officers

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.
prepare custodial paperwork to facilitate initial account investment, establish accounts with custodian, and reconcile holdings and cost basis on new and transferred accounts
Provide superior internal and external client service by anticipating client needs, managing expectations and delivering quality product in a timely manner
Develop skill sets to support additional areas of expertise, including Digital Concierge, technology tools, cost basis expert, financial planning
Maintain client accounts, records, and systems in accordance with firm standards
Perform daily reconciliation of internal accounting system with custodians
Review daily reports and alerts to ensure data integrity
Develop and maintain procedures and training materials
Educate clients on account services and capabilities, participate in client meetings, including review of account materials for signature and digital concierge
Other duties and projects, as assigned
Minimum two (2) years' work experience in Financial Services; working knowledge of operations in a Registered Investment Adviser (RIA) firm preferred
Experience utilizing Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, and Salesforce CRM, a plus
Excellent written and oral communication skills required, including spelling, grammar, punctuation, and business writing
Proficient in all MS Office applications, particularly Word, Excel, and Outlook
Collaborative, creative, team player, and problem-solver.
Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required.
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. 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.,