Corient
About Corient
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
Lead and mentor the Client Service team, fostering a culture of collaboration, accountability, and continuous improvement.
Oversee daily client service operations and ensure adherence to firm policies, procedures, and compliance standards.
Manage workload distribution, set priorities, and monitor performance metrics for team members.
Provide coaching, training, and development opportunities.
Serve as escalation point for complex client issues and ensure timely resolution.
Collaborate with leadership to implement strategic initiatives.
Manage the complete client life cycle for assigned relationships.
Cultivate & maintain strong relationships with clients, colleagues & external partners.
Prepare and process client onboarding documentation.
Facilitate money movements, transfers of assets, charitable contributions and RMDs with high level of accuracy.
Monitor cash & account activity, custodian alerts and confirm completion of submitted requests.
Prepare for and attend client meetings as necessary, manage follow-up and documentation.
Monitor external alternative investments; complete subscription agreements, process & track capital calls/distributions.
Provide quarterly overview of billing calculations using provided comparisons.
Proactively communicate with and anticipate the unique needs of your clients.
Create & maintain formula-based analytics using Excel.
Manage special projects and life events based on client requests.
Qualifications & Requirements
Minimum 5 years of experience in financial services, with at least 2 years in a leadership or supervisory capacity.
Proven ability to lead and inspire teams
Strong strategic thinking skills
Demonstrated success in change management initiatives and driving organizational transformation
Ability to collaborate effectively across cross-functional teams
Exceptional communication and interpersonal skills
Advanced proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite (high level of competency in Excel)
Strong decision making-skills and ability to handle escalated client issues effectively.
Demonstrated ability to manage and develop high-performing teams.
Excellent team player
Strong work ethic
Strong verbal and written communication skills
Excellent analytical and organizational skills
Ability to remain detail oriented while multi-tasking and working at a fast pace
Ability to take ownership of projects and carry through to completion
Physical Requirements
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.
May require the ability to lift up to 15 pounds.
Position is required to work onsite 4 days per week.
U.S. Eligibility Requirements
Must be 18 years of age or older.
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.
Pay Information This position is exempt and is paid according to the laws of the State of Washington. The pay range for this position is $85,000-$127,000 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.
What You can Expect from Us
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
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
Seniority Level Mid‑Senior level
Employment type Full‑time
Job function Customer Service and Finance
Equal Opportunity Statement 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.
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Responsibilities
Lead and mentor the Client Service team, fostering a culture of collaboration, accountability, and continuous improvement.
Oversee daily client service operations and ensure adherence to firm policies, procedures, and compliance standards.
Manage workload distribution, set priorities, and monitor performance metrics for team members.
Provide coaching, training, and development opportunities.
Serve as escalation point for complex client issues and ensure timely resolution.
Collaborate with leadership to implement strategic initiatives.
Manage the complete client life cycle for assigned relationships.
Cultivate & maintain strong relationships with clients, colleagues & external partners.
Prepare and process client onboarding documentation.
Facilitate money movements, transfers of assets, charitable contributions and RMDs with high level of accuracy.
Monitor cash & account activity, custodian alerts and confirm completion of submitted requests.
Prepare for and attend client meetings as necessary, manage follow-up and documentation.
Monitor external alternative investments; complete subscription agreements, process & track capital calls/distributions.
Provide quarterly overview of billing calculations using provided comparisons.
Proactively communicate with and anticipate the unique needs of your clients.
Create & maintain formula-based analytics using Excel.
Manage special projects and life events based on client requests.
Qualifications & Requirements
Minimum 5 years of experience in financial services, with at least 2 years in a leadership or supervisory capacity.
Proven ability to lead and inspire teams
Strong strategic thinking skills
Demonstrated success in change management initiatives and driving organizational transformation
Ability to collaborate effectively across cross-functional teams
Exceptional communication and interpersonal skills
Advanced proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite (high level of competency in Excel)
Strong decision making-skills and ability to handle escalated client issues effectively.
Demonstrated ability to manage and develop high-performing teams.
Excellent team player
Strong work ethic
Strong verbal and written communication skills
Excellent analytical and organizational skills
Ability to remain detail oriented while multi-tasking and working at a fast pace
Ability to take ownership of projects and carry through to completion
Physical Requirements
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.
May require the ability to lift up to 15 pounds.
Position is required to work onsite 4 days per week.
U.S. Eligibility Requirements
Must be 18 years of age or older.
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.
Pay Information This position is exempt and is paid according to the laws of the State of Washington. The pay range for this position is $85,000-$127,000 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.
What You can Expect from Us
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
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
Seniority Level Mid‑Senior level
Employment type Full‑time
Job function Customer Service and Finance
Equal Opportunity Statement 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.
#J-18808-Ljbffr