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Client Service Specialist

2 months ago

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

Corient Private Wealth LLC is seeking a highly skilled Client Service Specialist to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.

Responsibilities
  • Provide personalized service to clients, responding to their inquiries and resolving any issues in a timely and professional manner.
  • Collaborate with our wealth management team to ensure seamless client onboarding, implementation, and maintenance of their financial plans.
  • Manage client relationships, building trust and rapport through effective communication and proactive problem-solving.
  • Develop and maintain accurate and up-to-date client information, ensuring seamless access to their financial data.
  • Work closely with our operations team to ensure efficient and accurate processing of client transactions.
  • Participate in ongoing training and professional development to stay up-to-date on industry trends and best practices.
Requirements
  • Bachelor's degree from an accredited university or equivalent experience.
  • 3+ years of client service experience in the financial services industry.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong organizational and problem-solving skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
  • Proficient in Microsoft Office and other relevant software applications.
What We Offer
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Recognition and rewards for outstanding performance.