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About the Role

Corient helps high- and ultra-high-net-worth individuals and families preserve wealth for future generations and provide for those they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies. We are looking for talented and motivated individuals to join our team, offering a supportive environment for growth.

Responsibilities

• Serve as central point of contact for ingesting client requests
• Coordinate between client, advisor, and additional support teams to execute & track client requests
• Communicate with clients daily, addressing their needs in an articulate and professional manner
• Support data input for client prospecting
• Schedule meetings between advisory team & clients
• Input client and advisor requests into Salesforce, track completion
• Retrieve and distribute client statements, tax documents, or other reports
• Generate portfolio reports
• Complete required paperwork
• Open accounts for existing clients

Requirements

• Bachelor's degree from an accredited institution
• Minimum of 3-5 years' experience
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite
• Customer service background preferred
• Excellent verbal, written, analytical, and organizational skills
• Ability to identify, meet and follow through with client needs and requests
• Able to work independently
• Enjoy being part of a team
• Must be highly flexible and confidential with all client and firm matters
• Must be 18 years of age or older
• Must have unrestricted work authorization to work in the United States
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement

Skills

• Salesforce
• Portfolio Accounting Software
• DocuSign
• Microsoft Suite
• Detail orientation
• Service orientation
• Action orientation
• Communication
• Responsiveness
• Follow-through

Location

• Onsite

Work Type

• Onsite 4 days per week

Experience Level

• 3-5 years

Education Level

• Bachelor's degree

Salary/Compensations

• $75,000 - $85,000

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options 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
• Volunteer days

About the Company

• Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients.
• We combine the personal service and objectivity of a boutique with the scale and resources of a global institution.
• Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience.
• We deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
• Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success.
• Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc.

Equal Opportunity

• 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.