Client Service Specialist II at Corient · Morristown, NJ · Joined
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Client Service Specialist II
Corient · Morristown, NJ · Just now · 0 applicants
NewOn-siteFull-timeMiddle
Pay
$60k–$85kListed
Workplace
On-site
Job type
Full-time
Level
Middle
Team: Client Service · Source: jobright · Posted by joined-scrapper
About the role
Corient is seeking a Client Service Specialist II to serve as a central point of contact for high-net-worth client requests, coordinating with advisors and support teams while managing Salesforce tracking and account administration. The role requires strong communication, organizational skills, and the ability to work independently in an onsite, full-time capacity.
What you’ll do
Act as central contact for client requests
Coordinate with advisors and support teams
Communicate with clients
Manage Salesforce tracking
Support account and document administration
What you’ll need
Bachelor's degree from an accredited institution or equivalent experience
Minimum of 1-3 years' experience
Experience with Salesforce, DocuSign, Microsoft Suite, or ability to learn quickly
Excellent verbal, written, analytical, and organizational skills
Ability to identify, meet, and follow through with client needs
Must have unrestricted work authorization in the United States
Original job description
Corient is a wealth management firm serving high- and ultra-high-net-worth individuals and families. The Client Service Specialist II serves as a central contact for client requests, coordinates with advisors and support teams, communicates with clients, manages Salesforce tracking, and supports account and document administration.Bachelor's degree from…