Client Success Specialist II Job at Corient, Dallas, TX

TVBnV3M4bXcrR1YvYzlHVWFYejllZnR2UXc9PQ==
  • Corient
  • Dallas, TX

Job Description

Responsibilities

  • Serve as central point of contact for ingesting client requests
  • Coordinate between client, advisor, and additional support teams to execute & track against client requests
  • Take prompt effective action to address client needs, using independent judgment and discretion
  • Demonstrate a proactive and action-oriented approach to handling challenging client requests without direct supervision
  • Support/data input for client prospecting
  • Schedule meetings between advisory team & clients
  • Input client and advisor requests into Salesforce, track completion
  • Retrieve and distribute client statements, tax documents, or other reports
  • Generate portfolio reports
  • Communicate with clients daily addressing their day-to-day needs in an articulate and professional manner
  • Complete required paperwork
  • Open accounts for existing clients
  • Understand firm's wealth management process.

Requirements

  • Bachelor's degree from an accredited institution
  • Minimum of 3-5 years’ experience
  • Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)
  • Customer service background preferred
  • Excellent verbal, written, analytical, and organizational skills
  • Ability to identify, meet and follow through with client needs and requests
  • Must be a goal-oriented team player with a ‘no job is beneath me’ attitude
  • Community service driven and charitably minded
  • Able to work independently with minimal to no supervision
  • Enjoy being part of a team
  • Must be highly flexible and confidential with all client and firm matters

Competencies

  • Detail orientation
  • Service orientation
  • Action orientation
  • Communication
  • Responsiveness
  • Follow-through

Note: The essential job functions and competencies contained in this document describe the general nature and level of the work performed by personnel assigned to the job. They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job. The tasks and procedures involved in the performance of the job responsibilities may vary from day-to-day. Major changes in areas of responsibility will require revision.

#LI-Onsite

Job Tags

Flexible hours,

Similar Jobs

Beaver Creek Ski Resort

Equipment Operations Job at Beaver Creek Ski Resort

 ...connections with teammates and guests from around the world. With 40+ resorts across 3 continents, you can join our team for a season or stay...  ...rates in the industry, free Epic pass(es) along with free ski and snowboard lessons, 40% retail discounts, the chance to grow... 

Focus Staff

Travel Histology Technologist - $1,745 per week Job at Focus Staff

 ...Embedding Smalls and Bigs, Embedding Skin Techniques, Histology Cassettes, Microtomy Of Fatty Tissue, Microtomy Of Hard Tissue, Paraffin Wax Sections, Precision Microtomy Embedding/Microtomy experience required; Carbohydrates and Amyloid, Connective and Muscle, Cytoplasmic... 

Get It - Healthcare

Mental Health Therapist - Remote | WFH Job at Get It - Healthcare

 ...meaningful impact in people's lives? We are seeking dedicated mental health professionals to join our growing practice! This opportunity...  ...Therapy Sexual Health & Wellness Trauma-Informed Care LGBTQ+ Affirming Therapy (Including Adolescent LGBTQ+ Care)... 

Citizens Memorial

CNA FLOAT-FND LCT Nursing Support Job at Citizens Memorial

Citizens Memorial Hospital Foundation (CMH) is recruiting a Certified Nurse Assistant to care for our residents in our various Long Term...  ...difference each day and promote a positive, team-driven attitude. Each CNA on duty will have the support of management, LPNs, RNs, and RMTs... 

SCP Health

Emergency Physician Assistant Job at SCP Health

 ...time off * Vision insurance Medical Specialty: * Emergency Medicine Schedule: * 12 hour shift Ability to commute/relocate...  ...(Required) Experience: * current emergency medicine physician assistant: 1 year (Required) License/Certification: * physician...