Client Success Specialist at Corient

Elevate your career as a Client Success Specialist at Corient. This role focuses on supporting advisory teams and enhancing client relationships while working onsite four days a week.
Corient is seeking a dedicated Client Success Specialist with over five years of customer service experience. In this essential role, you will manage client data, interact with other advisors, and maintain the CRM system. You'll also ensure smooth account transfers, liaising effectively with custodians and technology service teams while providing vital administrative support.
Key Responsibilities:
• Support advisory teams with client data and paperwork
• Maintain client information in the CRM system
• Facilitate account transfers with timely updates
• Act as a liaison with custodians and technology teams
• Collaborate with clients' advisors for seamless support
Requirements:
• 5+ years in customer service preferred
• Strong analytical and organizational skills
• Excellent ...