Client Service Specialist I - Chicago - Corient Private Wealth LLC

    Corient Private Wealth LLC
    Corient Private Wealth LLC Chicago

    23 hours ago

    Description
    Job Title: Client Service Specialist I

    This role involves providing administrative support to advisory teams at Corient Private Wealth LLC.

    The responsibilities include client data gathering, paperwork preparation and monitoring, executing client funds transfers via custodian systems, maintaining CRM system with client information, providing timely communication regarding status updates & facilitating account transfers.

    • Gather and maintain accurate and up-to-date information about clients
    • Prepare and process various documents as needed
    • Maintain strong relationships with internal stakeholders

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