Client Success Specialist II

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: - Serve as central point of contact for ingesting client requests - Coordinate between client, advisor, and additional support teams to execute & track against client requests - Communicate with clients daily, addressing their day-today needs in an articulate and professional manner - Support data input for client prospecting - Schedule meetings between advisory team & clients - Input client and advisor requests into Salesforce, track completion - Retrieve and distribute client statements, tax documents, or other reports - Generate portfolio reports - Complete required pap...