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Client Service Specialist

3 months ago

Seattle, Washington, United States Corient Private Wealth LLC Full time

Join a team that values your ambition and empowers your growth


At Corient, we assist high- and ultra-high-net-worth individuals and families in living a fulfilling life, preserving wealth for future generations, and supporting causes they care about. Our focus is on exceeding expectations, simplifying lives, and creating lasting legacies. We are constantly seeking talented and motivated individuals to join our team and contribute to our mission.


About the Position and Company:


Corient is one of the fastest-growing wealth management platforms in the United States. With over 10,000 clients and $100 billion of managed assets, we offer a unique wealth management experience that combines personalized service with industry-leading resources.


Responsibilities:

  • Complete custodian paperwork for establishing accounts, transferring funds, and updating account information
  • Prepare manager paperwork and assist with subscription document preparation
  • Manage bill pay and accounting services for select clients
  • Prepare financial reports, assist with tax information gathering, and support team meetings
  • Provide general office support and assist with special projects

Requirements:

  • Bachelor's degree
  • 2-4 years of relevant experience
  • Proficiency in Microsoft Office, especially Excel
  • Integrity, confidentiality, teamwork, and strong communication skills
  • Analytical, organizational, and detail-oriented with the ability to multitask
  • Ownership mentality and a strong work ethic

Physical Requirements:

  • Ability to work in an office environment
  • Sitting at a desk, working on a computer, and occasional lifting up to 15 pounds

U.S. Eligibility Requirements:

  • Must be 18 years old or older
  • Willingness to undergo a background check and proof of work authorization
  • Agreement to post-employment obligations

What You Can Expect from Us:

  • Flexible work options
  • Employer-matched 401(k) plan
  • Generously subsidized medical plans
  • Various insurance coverages and benefits
  • Paid leave options
  • Training and professional development support
  • Community engagement opportunities

Full participation in a safe and healthy work environment is crucial for individual and company success. We are an equal opportunity employer committed to diversity, inclusion, and the well-being of all employees.