Client Service Specialist I

Job description

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Responsibilities: - Provide support to the advisory teams by administering client data gathering, paperwork preparation and monitoring, and ongoing administrative support - Execute client funds transfers via custodian systems - Maintain CRM (Client Relationship Management) system with client information, tasks, workflows, etc. - Facilitate account transfers with timely communication regarding status updates to advisory team - Main point of contact with custodian and firm's technology service teams - Interact with other departments, including Alternative Investments, as back office support -...