Client Service Specialist II
CorientChicago, Illinois, United States
Posted February 23, 2026
60000 - 85000 USD
Full Time
About the Company
Corient is one of the fastest-growing wealth management platforms in the United States, serving more than 15,000 clients and managing over $220 billion in client assets.
Job Description
Join a team that values your ambition and empowers your growth. The Client Service Specialist works in a client-focused, team-centered environment assisting the advisory team as the central point of contact for client requests.
Requirements
- 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 paperwork
- Open accounts for existing clients
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