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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 lasting legacies. We are looking for talented and motivated individuals to join our team, offering a supportive environment for growth and valuing employee contributions.

Responsibilities

• Serve as the central point of contact for ingesting client requests.
• Coordinate between client, advisor, and support teams to execute and track client requests.
• Communicate with clients daily, addressing their needs professionally.
• Support data input for client prospecting.
• Schedule meetings between the advisory team and clients.
• Input client and advisor requests into Salesforce and 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, and 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.
• Ability 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
• Customer service
• Verbal communication
• Written communication
• Analytical skills
• Organizational skills

Location

• Onsite

Work Type

• Onsite 4 days per week
• Full-time

Experience Level

• 3-5 years

Education Level

• Bachelor's degree

Salary/Compensations

• $70,000 - $90,000

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options
• 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 are the industry’s only global professional services partnership, combining personal service with global scale and resources.
• Our partnership model fosters collaboration and brings collective expertise to each relationship.
• We deliver comprehensive solutions across investment management, wealth strategy, and family office services.
• Corient participates in E-Verify.

Equal Opportunity

• 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.