Client Experience Associate

2 weeks ago


Dallas, Texas, United States Corient Full time
Job Summary

We are seeking a highly motivated and detail-oriented Client Experience Associate to join our team at Corient. As a key member of our client service team, you will be responsible for delivering exceptional client experiences and supporting the growth of our business.

Your primary focus will be on serving as the central point of contact for client requests, coordinating with various teams to execute and track client requests, and taking prompt action to address client needs. Additionally, you will provide support for client prospecting, schedule meetings between advisory teams and clients, and input client and advisor requests into Salesforce.

You will work closely with our advisory teams to understand client needs and preferences, and provide data input to support client prospecting efforts. Your excellent communication skills and ability to work independently will be essential in ensuring seamless client experiences.

In this role, you will have the opportunity to work with a talented team that values your growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional client experiences, we encourage you to apply.


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