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Client Service Specialist

4 months ago

Seattle, 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

The CSS is responsible for completing custodian paperwork to establish accounts for individuals, trusts or entities, transfer funds via check requests, wires, SLOAs, or Money Links, update account names or addresses, initiate managed accounts, establish margin accounts, update beneficiaries, request IRA distributions, transfer assets in via ACAT, or edit cost basis information. The CSS prepares the above forms, as appropriate, and ensures accurate completion of the tasks through diligent follow-through and communication with both the team and the custodian.

The CSS is also responsible for preparing manager paperwork for any managed accounts and communicating to ensure accurate and timely completion. The CSS assists in the subscription document preparation and information-gathering process as directed by the Investment Analysts.

The CSS may be responsible for bill pay and accounting services for some select clients. This will include preparing bills for review, coding and entering into QuickBooks, reconciling accounts a month end, entering journal entries, and preparing reports for the Advisor to present to the client. Some of these clients may also require payroll services, in which case, the CSS will enter the information into the payroll system and prepare preliminary reports for review by the Advisor. PTO tracking, benefit administration, and specialized reporting could also be required.

The CSS prepares customized cash flow, recordkeeping, and other specialized financial reports for clients upon request. During tax season, the CSS is responsible for gathering and tracking tax information for assigned clients. On a periodic basis, this information is transferred to the CPAs.

In preparation for and following quarterly meetings, the CSS may prepare agendas, print and organize deliverables, update task lists, scan notes and documents to the client's folder, participate in team meetings, and execute on any assigned tasks.

This is a utility player position that provides all types of support for the various client teams and general support for the office such as providing backup on the phones, copying and/or scanning documents, and completing special projects.

Requirements:
  • A bachelor's degree
  • Two to four years of relevant experience preferred
  • Proficiency in Microsoft Office, with a high level of competency in Excel
  • Complete integrity with an uncompromised reputation
  • Ability to maintain total confidentiality
  • An excellent team player who enjoys collaboration but also works well individually
  • Strong work ethic
  • Strong verbal and written communication skills
  • Excellent analytical and organizational skills
  • Ability to remain detail-oriented while multi-tasking and working at a fast pace
  • Ability to take ownership of projects and carry them through to completion
  • Travel is not required.
Physical Requirements
  • Every position at Corient requires the physical capabilities to work in an office environment. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.
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.
  • 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.
Pay Information

This position is non-exempt and is paid according to the laws of the State of Washington. The pay range for this position is $29.43-38.46 per hour. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

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
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.