Client Success Specialist Job at Corient, Boston, MA

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  • Corient
  • Boston, MA

Job Description

Summary

The Client Success Specialist works in a client-focused, team-centered environment assisting the advisory team as the central point of contact for client requests. As a Client Success Specialist, you will be expected to communicate with clients daily to address their day-to-day needs. This position will report to the Client Service Lead.

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
  • Communicate with clients daily, addressing their needs in an articulate and professional manner
  • 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
  • Complete required paperwork
  • Open accounts for existing clients

Qualifications & Requirements

  • Bachelor's degree from an accredited institution
  • Minimum of 1-3 years of relevant experience, either full-time or through internships
  • 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
  • Able to work independently
  • 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

Job Tags

Full time, Internship, Flexible hours,

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