Join Corient as a Client Success Specialist, where you'll support high-net-worth clients and advisory teams. This role emphasizes client satisfaction through administrative tasks and seamless communication.
In this vital role, you'll act as the bridge between clients and advisors, handling data gathering, preparing paperwork, and maintaining the CRM system. Collaborating effectively with custodians, technology teams, and alternative investments, you'll ensure that client requirements are fulfilled promptly. This in-office position requires strong organizational skills and a commitment to service excellence.
Key Responsibilities:
• Administer client data and prepare essential paperwork
• Maintain and update the CRM system efficiently
• Facilitate timely account transfers and updates
• Coordinate with custodians and tech service teams
• Interact with clients' other advisors, like CPAs and attorneys
Requirements:
• 5+ years in customer service preferred
• Str...