Client Success Associate

1 month ago

Atlanta, United States Corient Private Wealth LLC 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

  • Join client meetings when it's requested.
  • Meet with clients to execute paperwork or answer questions as necessary.
  • Subject matter expert in various areas.
  • Active involvement in the estate settlement process.
  • Facilitate company plan rollovers with clients.
  • Manage client private equity investments and other alternative investments.
  • Manage and lead various assigned department & firm projects.
  • Active involvement with training of new team members and the client onboarding process.
  • Creation / ownership of personal roles and responsibilities & development plan.
  • Onboarding.
  • Prepare all necessary contracts for client signature.
  • Input/update client data in CRM.
  • Prepare application(s), money movement forms, TOA(s).
  • Prepare cover letter w/details of paperwork for client.
  • Use of technology for document preparation and processing.
  • Research transferability of assets.
  • Track and reconcile all transfers to confirm delivery and/or receipt of funds.
  • Communicate with custodians as needed to ensure proper establishment of accounts.
  • Communicate regularly with clients to keep them informed of any outstanding/completed items.
  • Review and address custodian alerts.
  • Review emails for action items.
  • Monitor and manage all pending and assigned tasks in CRM.
  • Send trade requests to Investment Operations, as needed.
  • Notify clients of completed requests.
  • Beneficiary updates.
  • Address changes.
  • RMD distributions.
  • IRA rollovers.
  • Opening additional accounts for existing clients.
  • Document all action taken on clients in CRM.
  • Charitable contributions & gifting.
  • 529/HSA accounts.
  • Assist with meeting scheduling. as needed.
  • Assist with billing, as needed.
  • Generate Portfolio Reports/Retrieve statements, tax documents, and other reports.
  • Coordinating Money Movement Requests with Cashiering.
  • Wires, EFTs, Journals, Check Requests.
  • Incoming / Outgoing TOAs.
  • Retirement Plans: 401k/Cash balance rollovers, distributions, 401k/Cash balance terminations, ERISA retirement plans: establish, take over, conversions, Funding monitoring.
  • Client Termination: Coordinate with others across the firm as appropriate, Work with Investment Ops to calculate final fee or refund, Prepare termination paperwork, Process termination with custodians, Update CRM as applicable, Follow all existing internal / compliance processes.
  • In-Depth training of new employees.
  • Proactively communicate with clients.
  • Participate in team meetings.
  • Attend staff events.

Qualifications & Requirements

  • Proficient in soft-skills of the Client Success role (client communication, time management, working with other departments, etc.)
  • In-Depth training of new employees.
  • Proactively communicate with clients.
  • Participate in team meetings.
  • Attend staff events.
  • Sitting for long periods of time.
  • Possible travel between offices for special events/training.
  • High School graduate or equivalent.
  • 2+ years recent experience working in a similar capacity in an RIA.
  • Preferred experience with Salesforce, Microsoft Suite.
  • Ability to efficiently manage time and capacity while in a fast-paced environment.
  • Excellent communication skills, both verbal and written.
  • A high level of multi-tasking and attention to detail.
  • Enjoys problem solving and researching account-related issues.

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.

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