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

• Provide exceptional service to all current and prospective Corient clients by establishing and maintaining genuine, personalized relationships.
• Supervise new client onboarding; prepare and process all documentation related to onboarding, implementation, maintenance and retention; input client data into the CRM and ensure information is accurate and up to date at all times; manage money movement.
• Maximize client satisfaction by working proactively to identify potential questions and, or problems ahead of time.
• Provide outstanding administrative, operational and sales support to multiple Wealth Advisors.
• Build and maintain client portals (eMoney) and communicate information to clients; provide clients with first-rate online Fidelity training.
• Support Wealth Advisors - Answer client calls; schedule and calendar meetings; coordinate travel arrangements; prepare agendas, reports and spreadsheets, coordinate client birthday cards, flowers and / or gifts.
• Train and mentor newly hired Client Service Associates.
• Assist with ad-hoc projects as needed.

Responsible for the client onboarding at Corient:

• Gathers needed trust & entity documents
• Facilitates the account opening process at Fidelity including Wealth Management Agreements
• Sets up margin/line of credit (options permissioning if needed)
• Setup online bill payments

Client point-of-contact for administrative/operational matters

• Facilitates wire transfers & journals
• Coordinates checking accounts / credit cards
• Submit grant recommendations from Fidelity DAF’s
• Gather and send tax documents (1099’s/K-1’s)
• Fill out subscription docs for SMA managers & alternative investments

Provide high-value services for Family Office & Premier Wealth Management Clients

• Concierge Services (Coordinating Flights, Rental Car, TV, Internet, etc.)
• Send details of credit card transactions for review monthly
• Handle client bill pay

Qualifications & Requirements

• Bachelor’s Degree from an accredited university or equivalent experience required.
• 3+ years of client service experience in financial services industry required.
• Proficient in Microsoft products required
• Provide exceptional client service in written and verbal communications.
• Extremely detail-oriented with the ability to juggle many projects at once (prioritizing).
• Exceptional organization and problem-solving skills.
• Act as a team player and provide coverage for other Client Service team members while on FTA/PTO.
• Ability to work in a fast-paced, constantly changing environment.
• Unimpeachable integrity.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Pay Information

This position is exempt and is paid according to the laws of the State of California. The pay range for this position is $85,000-$105,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

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.