Client Success Specialist I

2 months ago

Dallas, United States Corient Full time

Join a team that values your ambition and empowers your growth

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. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.


Responsibilities

  • Serve as central point of contact for ingesting client requests
  • Coordinate between client, advisor, and additional support teams to execute & track against client requests
  • Take prompt effective action to address client needs, using independent judgment and discretion
  • Demonstrate a proactive and action-oriented approach to handling challenging client requests without direct supervision
  • 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
  • Communicate with clients daily addressing their day-to-day needs in an articulate and professional manner
  • Complete required paperwork
  • Open accounts for existing clients
  • Understand firm's wealth management process.


Qualifications & Requirements

  • Bachelor's degree from an accredited institution
  • Minimum of 2 years’ experience
  • Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)
  • Customer service background preferred
  • Excellent verbal, written, analytical, and organizational skills
  • Ability to identify, meet and follow through with client needs and requests
  • Must be a goal-oriented team player with a ‘no job is beneath me’ attitude
  • Community service driven and charitably minded
  • Able to work independently with minimal to no supervision
  • Enjoy being part of a team
  • Must be highly flexible and confidential with all client and firm matters


Competencies

  • Detail orientation
  • Service orientation
  • Action orientation
  • Communication
  • Responsiveness
  • Follow-through


Note: The essential job functions and competencies contained in this document describe the general nature and level of the work performed by personnel assigned to the job. They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job. The tasks and procedures involved in the performance of the job responsibilities may vary from day-to-day. Major changes in areas of responsibility will require revision.


Physical Requirements

  • 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.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.


U.S. Eligibility Requirements

  • Must be 18 years of age or older.
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
  • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. 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. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
  • Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.


What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

  • Flexible & Hybrid Work Program
  • 401(k) Plan with Employer Matching
  • 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
  • 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
  • Giving back to the community - Volunteer days


Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. 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.


Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.


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.

  • Client Success Specialist I

    2 months ago

    dallas, United States Corient Full time

    Join a team that values your ambition and empowers your growth 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. We focus on exceeding expectations, simplifying lives, and...

  • Client Success Specialist I

    2 months ago

    dallas, United States Corient Full time

    Join a team that values your ambition and empowers your growth 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. We focus on exceeding expectations, simplifying lives, and...

  • Client Success Advocate

    5 days ago

    Dallas, Texas, United States Aperia Full time

    Aperia Compliance is an innovative organization that is always looking for ways to improve and expand its services. We are seeking a client support specialist who is passionate about delivering exceptional customer service and has experience working with innovative technologies.Job DescriptionThe ideal candidate will have strong communication and...

  • Client Success Facilitator

    5 days ago

    Dallas, Texas, United States Response Inc. Full time

    About Response Inc.We deliver the industry's most innovative and unforgettable client experiences. We bring together products and solutions to enable businesses to build, operate, and grow their brand.Salary Range$45,000 - $60,000 per yearKey ResponsibilitiesInteract with potential consumers by educating them on products and services provided by our...

  • Client Success Coordinator

    3 weeks ago

    Dallas, United States RiskRelease Full time

    Client Success CoordinatorWho We are:RiskRelease is an industry leading risk management solution provider combining core Insurance products (Liability Waiver Program) with a simplified tech-forward compliance platform to deliver revenue generation & asset protection for owner/operators across their portfolios. Since our launch, we have rapidly grown our...

  • Client Success Coordinator

    5 days ago

    Dallas, United States RiskRelease Full time

    Client Success CoordinatorWho We are:RiskRelease is an industry leading risk management solution provider combining core Insurance products (Liability Waiver Program) with a simplified tech-forward compliance platform to deliver revenue generation & asset protection for owner/operators across their portfolios. Since our launch, we have rapidly grown our...

  • Client Success Strategist

    6 days ago

    Dallas, Texas, United States Pereview Software Full time

    Job SummaryWe are seeking a highly motivated and experienced SaaS Client Success Strategist to join our team at Pereview Software. As a key member of our organization, you will be responsible for managing a book of clients throughout their entire journey, ensuring maximum value from our software solution through consultation and guidance throughout the...

  • Client Success Associate

    5 days ago

    Dallas, United States Sprout Full time

    Sprout is a growing Green company, we're a team on a mission to make a real difference in the world by upcycling leading technology, recycling unusable electronics and helping our customers achieve their sustainability goals. We believe in One Sprout, where teamwork and mutual support are paramount, driving us to win and lose together. Our commitment to...

  • Client Success Representative

    3 months ago

    Dallas, United States HirefinderRPO Full time

    Our client is a high-volume, fast-paced insurance office that needs a Customer Success Representative who values attention to detail, analysis, follow-through and keeping a well-oiled machine running. This Customer Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types...

  • Payroll Specialist I

    1 month ago

    Dallas, United States Insperity Full time

    Job DescriptionJob Description Description & RequirementsInsperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities...

  • Client Services Specialist I

    5 months ago

    Dallas, United States Aon Full time

    Aon is hiring for a Client Services Specialist. As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions. This position will support Aon's Benefit Solutions, located in Dallas, TX. Aon is in the business of better decisions: At Aon, we shape decisions for the better to protect and...

  • Senior Client Success Director

    3 weeks ago

    Dallas, Texas, United States CalpionPlutus Health Full time

    Job OverviewAt Calpion/Plutus Health, we seek a seasoned professional to drive our revenue cycle management efforts as Senior Client Success Director. This critical role will oversee the successful engagement of clients, guiding them through every stage of our partnership, from inception to implementation and beyond.

  • Client Partnership Specialist

    1 week ago

    Dallas, Texas, United States Alphalete Marketing Full time

    Cultivate Your Skills in a Thriving Sales EnvironmentWe are a forward-thinking marketing and sales firm committed to empowering our clients to achieve their business goals. As a Retail Sales Specialist, you will be part of a talented team that is passionate about delivering exceptional results and creating lasting partnerships with clients. With a focus on...

  • Client Service Specialist, Employee Benefits

    2 weeks ago

    Dallas, United States Holmes Murphy & Associates Full time

    We are looking to add a Client Service Specialist to join our Employee Benefits team in Dallas, TX. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Assist in managing client accounts and provide support to...

  • SaaS Client Success Leader

    2 weeks ago

    Dallas, Texas, United States Pereview Software Full time

    OverviewPereview Software, a leading provider of asset and portfolio management software to the global commercial real estate industry, is seeking an experienced SaaS Client Success Leader to join its team. As the fastest growing privately held business in the United States, we offer a competitive salary, health benefits, 401k match, and discretionary...

  • Client Partnerships Specialist

    5 days ago

    Dallas, Texas, United States Mortgage Benefits Full time

    About This OpportunityMortgage Benefits is looking for a Client Partnerships Specialist to drive client success through personalized support and engagement strategies. This role offers a unique chance to make a real difference in people's lives while enjoying a remote and flexible work environment.Key ResponsibilitiesEstablish strong relationships with...

  • Client Service Specialist, PC

    1 month ago

    Dallas, United States Holmes Murphy & Associates Full time

    Are you interested in the opportunity to grow and share your unique potential every day, a place that offers a holistic approach to your well-being, an environment that encourages volunteering, and a company with a culture where celebrating your and our client's success is just part of what we do? Well, you've come to the right place. We have an opening for...

  • Client Service Specialist, Employee Benefits

    1 week ago

    Dallas, United States Holmes Murphy & Associates Full time

    We are looking to add a Client Service Specialist to join our Employee Benefits team in Dallas, TX. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Assist in managing client accounts and provide support to...

  • Customer Success Specialist

    6 months ago

    Dallas, United States Bear Robotics, Inc. Full time

    Job Title: Customer Success Specialist Department: Customer Success Job Level: L3 FLSA: Exempt Job Summary: The Customer Success Specialist is responsible for monitoring the performance of robotsafter the deployment phase is complete as well as providing second level support toRobotic Field Engineers. The Customer Success Specialist will detect usage...

  • Client Relationship Specialist

    6 days ago

    Dallas, Texas, United States Apex Fintech Solutions Full time

    Job OverviewWe are seeking an experienced Client Relationship Specialist to join our team at Apex Fintech Solutions. As a key member of our organization, you will be responsible for delivering a continuous flow of business-building ideas, while securing relationship and performance feedback from senior level client contacts. You will have the opportunity to...