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.

Basic Purpose:

Responsibilities include managing a team carrying-out a combination of administrative and client service functions, along with wealth planning and/or investment-related responsibilities.  Individuals in this role must consistently demonstrate the ability to work collaboratively with other colleagues across Client Service, Investments and Wealth Planning, as part of a team.  Build and foster relationships with clients and COIs, and assist in high-level support services.

Primary Responsibilities:

Administration (70% of time spent).

Directly supervise team of Client Success Specialists and ensure that they are providing an exceptional client experience.

Delegate administrative tasks to team members, and coordinate daily workflow to optimize the client experience.

Provide team members with ongoing training and feedback on job performance.

Ensure that account servicing and maintenance of records adhere to Compliance standards.

Maintain up-to-date, expert knowledge of custodial administrative and operational requirements associated with account maintenance, and industry regulations.

Manage training programs for Client Success Specialists that relate to policies and procedures, portfolio accounting, CRM, and the preparation of presentations. 

Serve as a point of escalation for account servicing team to address issues as necessary.

Create monthly and quarterly departmental reports to determine whether KPIs are being met and where there is room for improvement

Support Wealth Advisors in monitoring account guidelines and completeness of client records.

Client relationship management (30% of time spent).

Interact with clients to manage their service needs and track goals.  Identify opportunities for value adds in the relationship.

Monitor timeliness of client account activities such as billing, document updates, quarterly mailings, annual meetings.

Communicate with associated third parties such as outside financial consultants, and other centers-of-influence.

Create client meeting and presentation materials.

Coordinate with other team members to standardize the client experience.

Participate in client meetings and discussions including service and planning needs.

Job Requirements:

Minimum 5 to 7 years of related experience.  Management experience preferred. Excellent verbal and written communication skills. Strong computer skills including Microsoft Excel, Word, PowerPoint, Adobe and Windows.  Interest in learning various software applications as the job requires. Must be organized and have a strong attention to detail. Ability to collaborate and take initiative and leadership in a team environment. Must have strong systems and procedures knowledge with the ability to train. Interest in career growth in wealth management.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

• This position may require the ability to lift up to 15 pounds.

• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.

• Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.

• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.

• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• Flexible & Hybrid Work Program 

• 401(k) Plan with Employer Matching 

• Four Medical Plan options that is generously subsidized by Corient

• 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 

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. 

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. 

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.