Wealth Management Specialist

1 month ago

Dallas, Texas, United States Corient Full time
Job Summary

We are seeking a highly skilled and detail-oriented Cashiering Specialist to join our team at Corient. As a key member of our operations team, you will be responsible for reviewing and approving all money movement on behalf of clients, reconciling client money movement transactions, and liaising with custodians to resolve issues.

Key Responsibilities
  • Money Movement Review and Approval: Review and approve all money movement on behalf of clients as directed by advisors per Current Policies and Procedures.
  • Transaction Reconciliation: Review, reconcile, and verify client money movement transactions.
  • Custodian Liaison: Liaise with custodians to resolve issues that could result in delayed money movement.
  • Wire and Check Release: Release approved wire/check/journal/ETF at custodian.
  • Client Deposit Management: Manage and reconcile client deposits.
  • Reporting and Coding: Prepare daily reports to identify transactions that require coding and coordinate with team to ensure all transactions are coded correctly.
  • Uncashed Check Reporting: Obtain information from custodians on any uncashed checks monthly and prepare report to advisors.
  • Client Support: Support / fulfill other client support duties, quarterly reports, and special projects as needed.
  • Training and Development: Train client success team regarding policies and procedures around money movements.
  • Salesforce Management: Complete all tasks in Salesforce in an accurate and timely manner.
Requirements
  • Bachelor's Degree: Bachelor's degree from an accredited institution.
  • Technical Skills: Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly).
  • Custodian Interaction: Experience with custodian interaction required – knowledge of custodians' processes and procedures.
  • Customer Service Background: Customer service background preferred.
  • Excellent Communication Skills: Excellent verbal, written, analytical, and organizational skills.
  • Client Focus: Ability to identify, meet and follow through with client needs and requests.
  • Independence: Able to work independently.
  • Team Player: Enjoy being part of a team.
  • Confidentiality: Must be highly flexible and confidential with all client and firm matters.
Competencies
  • Detail Orientation
  • Action Orientation
  • Communication
  • Responsiveness
  • Follow-through
  • Collaboration
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.
  • 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.
  • 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.
  • Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement.
What You Can Expect from Us

At Corient, we offer a comprehensive benefits package, including flexible and hybrid work programs, 401(k) plan with employer matching, and generous medical, dental, and vision insurance. We also offer paid maternity and parental leave, flexible spending accounts, and a corporate discount program.

We are committed to creating a safe, healthy, and respectful work environment that values diversity and inclusion. We are an equal opportunity employer and welcome applications from qualified candidates.

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