Found Description
Become a Client Success Specialist at Corient and deliver exceptional service to high-net-worth clients. This position focuses on administrative excellence and strong communication skills.
You'll manage client relationships by gathering data and preparing documentation, while also being responsible for maintaining the CRM system. Working closely with custodians and various advisors, you'll facilitate smooth operations within the firm. This fully in-office role requires a keen attention to detail and a dedication to ethical standards.
Key Responsibilities:
• Support advisory teams with client data administration
• Maintain accurate CRM records and client workflows
• Ensure timely communication on account transfers
• Serve as a key contact point for custodians
• Interface with clients’ additional advisors as needed
Requirements:
• At least 5 years experience in customer service
• Strong organizational and analytical skills
• Ability to work well under cha...
You'll manage client relationships by gathering data and preparing documentation, while also being responsible for maintaining the CRM system. Working closely with custodians and various advisors, you'll facilitate smooth operations within the firm. This fully in-office role requires a keen attention to detail and a dedication to ethical standards.
Key Responsibilities:
• Support advisory teams with client data administration
• Maintain accurate CRM records and client workflows
• Ensure timely communication on account transfers
• Serve as a key contact point for custodians
• Interface with clients’ additional advisors as needed
Requirements:
• At least 5 years experience in customer service
• Strong organizational and analytical skills
• Ability to work well under cha...
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