Client Service Representative

1 week ago

Newport Beach, California, United States Corient Private Wealth LLC Full time

About Corient Private Wealth LLC

Corient Private Wealth LLC is a leading wealth management platform in the United States, serving more than 10,000 clients and managing over $100 billion of assets through offices located across the country.

Job Summary

We are seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional service to our clients, supervising new client onboarding, and providing administrative, operational, and sales support to our Wealth Advisors.

Responsibilities

  • Provide exceptional service to all current and prospective Corient clients by establishing and maintaining genuine, personalized relationships
  • Supervise new client onboarding, prepare and process all documentation related to onboarding, implementation, maintenance, and retention
  • Input client data into the CRM and ensure information is accurate and up to date at all times
  • Manage money movement and maximize client satisfaction by working proactively to identify potential questions and problems ahead of time
  • Provide outstanding administrative, operational, and sales support to multiple Wealth Advisors
  • Build and maintain client portals (eMoney) and communicate information to clients
  • Support Wealth Advisors by answering client calls, scheduling and calendar meetings, coordinating travel arrangements, and preparing agendas, reports, and spreadsheets
  • Train and mentor newly hired Client Service Associates
  • Assist with ad-hoc projects as needed

Client Onboarding Responsibilities

  • Gather needed trust and entity documents
  • Facilitate the account opening process at Fidelity, including Wealth Management Agreements
  • Set up margin/line of credit (options permissioning if needed)
  • Set up online bill payments

Client Point-of-Contact Responsibilities

  • Facilitate wire transfers and journals
  • Coordinate checking accounts and credit cards
  • Submit grant recommendations from Fidelity DAF's
  • Gather and send tax documents (1099's/K-1's)
  • Fill out subscription documents for SMA managers and alternative investments

High-Value Services for Family Office and Premier Wealth Management Clients

  • Provide concierge services, including coordinating flights, rental cars, TV, internet, etc.
  • Send details of credit card transactions for review monthly
  • Handle client bill pay

Qualifications and Requirements

  • Bachelor's Degree from an accredited university or equivalent experience required
  • 3+ years of client service experience in the financial services industry required
  • Proficient in Microsoft products required
  • Provide exceptional client service in written and verbal communications
  • Extremely detail-oriented with the ability to juggle many projects at once (prioritizing)
  • Exceptional organization and problem-solving skills
  • Act as a team player and provide coverage for other Client Service team members while on FTA/PTO
  • Ability to work in a fast-paced, constantly changing environment
  • Unimpeachable integrity

What We Offer

  • Flexible and hybrid work program
  • 401(k) plan with employer matching
  • Four medical plan options that are generously subsidized by Corient
  • Employer-paid dental, vision, and life and AD&D insurance
  • Employer-paid short-term and long-term disability
  • Paid maternity and parental leave
  • Flexible spending accounts and health savings accounts
  • Dependent care FSA
  • Commuter and transit FSA
  • Corporate discount program - Perkspot
  • Training reimbursement
  • Paid professional designations
  • Giving back to the community - volunteer days

Equal Opportunity Employer

Corient Private Wealth LLC is 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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