Wealth Management Associate

2 weeks ago

Miami, United States Corient Private Wealth LLC Full time
Become a vital part of a team that champions your aspirations and nurtures your development

At Corient Private Wealth LLC, we assist high-net-worth individuals and families in leading fulfilling lives while safeguarding their wealth for future generations and supporting the causes and communities they cherish. Our mission is to surpass expectations, simplify lives, and build legacies that endure. We are continuously on the lookout for skilled and driven professionals to join our ranks. If you seek a workplace that appreciates your contributions and fosters your advancement, we would be eager to connect with you.

Key Responsibilities
  • Accurate monitoring of client invoices and documentation
  • Oversee the collection and processing of bills
  • Investigate and resolve discrepancies related to client accounts and invoices
  • Address client inquiries and requests promptly
  • Manage relationships with vendors and oversee payments
  • Facilitate money transfer requests
  • Conduct monthly reconciliations of client bank accounts and credit cards
  • Support client onboarding processes
  • Maintain precise documentation in line with established policies and procedures
  • Provide additional support to clients and team members as required
Qualifications
  • Bachelor's degree in accounting or equivalent professional experience required
  • At least three years of experience in accounting with a focus on client services in a family office, wealth management, or similar sector
  • Exceptional attention to detail and precision
  • Commitment to outstanding client service
  • Professional and positive attitude
  • Ability to comply with stringent processes, controls, and confidentiality standards
  • Strong written and verbal communication abilities
  • Capability to manage and respond to multiple client and departmental requests efficiently.
The compensation range for this role is $75,000 - $100,000 annually. This estimate reflects a variety of factors considered in compensation decisions, including experience, skills, knowledge, education, and other organizational needs. It is uncommon for an individual to receive an offer at or near the upper end of the salary range. Final salary offers are based on the qualifications and experience of the selected candidate.

Physical Requirements
  • This role necessitates the physical ability to operate in an office setting, which may involve extended periods of sitting and working on a computer. Corient is committed to providing reasonable accommodations for individuals with disabilities to perform essential duties whenever feasible.
  • This position may require the ability to lift items weighing up to 15 pounds.
  • This role is expected to be performed onsite four days a week.
U.S. Employment Eligibility
  • Must be at least 18 years old.
  • Must consent to a background check; any job offer is contingent upon the successful completion of this investigation.
  • Must possess unrestricted work authorization for employment in the United States. Corient hires U.S. citizens or permanent residents for U.S. employment opportunities. Exceptions may be made based on a shortage of qualified candidates with specific skills. Proof of work authorization will be required.
  • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to verify your eligibility to work in the U.S. If E-Verify cannot confirm your authorization, this employer is obligated to provide you with written instructions and an opportunity to contact the Department of Homeland Security (DHS) or Social Security Administration (SSA) to resolve the issue before any action can be taken against you, including termination of employment. E-Verify can only be utilized after you have accepted a job offer and completed the Form I-9.
  • Must be willing to sign Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which includes post-employment obligations regarding non-solicitation, confidentiality, and non-disclosure.
What You Can Anticipate from Us

Our commitment to the Employee Experience at Corient is designed to support, empower, and inspire our talented team through:
  • Flexible & Hybrid Work Options
  • 401(k) Plan with Employer Matching
  • Four Medical Plan options, 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
  • Financial support for Professional Designations
  • Community Engagement - Volunteer days
Corient is among the fastest-growing wealth management platforms in the United States, serving over 10,000 clients and managing assets exceeding $100 billion through offices nationwide. We blend personalized service, creativity, and objective advice with the extensive resources and intellectual capital of an innovative industry leader to deliver a uniquely different wealth management experience for our clients.

We believe that the full participation of all employees in a safe, healthy, and respectful environment is essential for both individual and organizational success. We are dedicated to maximizing the potential of all our employees and expect each individual to uphold this commitment in their daily roles.

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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