Client Service Specialist I

Join a team that values your ambition and empowers your growth at Corient, a wealth management platform that serves more than 15,000 clients and manages over $220 billion in client assets.

Requirements

• BA/BS degree required
• 5+ years of customer service background preferred
• Enjoy being part of a team
• Capable of adapting to change in a fast‐paced environment
• Excellent verbal, written, analytical, and organizational skills
• Community service driven and charitably minded
• Strong sense of ethics and confidentiality with all matters in relation to the firm

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options
• 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
• Paid Professional Designations
• Giving back to the community - Volunteer days