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    Client Success Specialist - Dallas, United States - Corient Private Wealth LLC

    Corient Private Wealth LLC
    Corient Private Wealth LLC Dallas, United States

    1 week ago

    Default job background
    Description
    Join a team that values your ambition and empowers your growth


    At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types 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.


    This position is directly responsible for:
    o Coordination of client service activities, support of clients and client service teams
    o Support of the firm's objectives
    o Teamwork and support of colleagues, especially other Senior Client Associates and their teams

    ROLE and RESPONSIBILITIES
    CLIENT & CLIENT SERVICE TEAM SUPPORT
    o Regular client communication, respond to day-to-day client service requests
    o Coordinate & track client service tasks, ensure executed by employees in a timely manner and as promised
    o Follow-up with clients as needed with reminders to sign paperwork, send documents, etc.
    o Send money movement requests to Cashiering Team, monitor for completion, notify Advisor/Client
    o Receive and process client mail, coordinate with Advisor and others
    o Make online payments (federal and state income tax, property tax, insurance, etc.)
    o Provide incoming wire instructions to clients and third parties
    o Assist in preparing for client meetings and updating agenda
    o Provide information to Data Management Administrator for checks to be deposited in client accounts
    o Coordinate RMDs with advisor and client, update RMD tracking spreadsheet (primarily in November)
    o Coordinate IRA contributions and Roth conversions with advisor and client, update IRA tracking spreadsheet
    o Coordinate Advisor's signature via DocuSign on ERISA DOL Analysis form
    o Coordinate tax requests with advisor and CPA; send 1099s, K-1s, other tax documents, and YTD tax reports
    to CPAs for tax coordination clients; coordinate tax payments with Cashiering Team; update Team Tax and
    Client Tax Document tracking spreadsheets
    o Coordinate Property Tax Protests
    o Prepare Homestead Exemption forms when needed, follow-up to ensure exemption was applied
    o Set up EFTs
    o Interface with custodians as needed
    o Work closely with Client Onboarding Manager to onboard new clients
    o Coordinate with Operations Team and Portfolio Management Team on client requests
    o Digital Concierge - Assist clients with portal and custodian websites
    o Coordinate with clients to fix broken links in ByAllAccounts (BAA) and eMoney
    o Request closed account statements & 1099s from Ops Team when needed
    o Send and receive client documents via ShareFile
    o Attend and actively participate in team meetings
    o Private Investments
    o Obtain non-RGT platform PI statements; provide to Ops Team (MSS updates) or FP (balance sheet
    updates)
    o Coordinate PI distributions - confirm wire instructions; provide Ops Team information for coding
    o Unclaimed Property research, paperwork, & tracking
    o PGA Tier Transfers, for applicable clients


    SALESFORCE
    o Manage Salesforce responsibilities including CSA Request, New Financial Account Request, New Private
    Investment, IPS Request (advisor completes data gathering form), Financial Account Closing, Billing
    Adjustment (only if error caused by client service team), Trade Ticket (if client contacted SCA directly)


    GENERAL
    o Escalate potential problems promptly
    o Identify issues requiring immediate attention from Advisor or other personnel
    o Adhere to department policies and procedures


    KEY COMPETENCIES

    Technology:
    Salesforce, DocuSign, Tamarac Reporting, Sharefile, Microsoft Suite, Tamarac & eMoney Portals


    • Experience with Charles Schwab/Fidelity platforms preferred

    OBSERVABLE BEHAVIORS

    • Serve clients with excellence and a high level of responsiveness
    • Strong organizational skills
    • Strong analytical and problem-solving skills
    • Communicate effectively, both orally and in writing
    • Strong attention to detail with a high degree of accuracy and consistency
    • High standards of professionalism and confidentiality
    • Strong representation of Firm's Core Values

    KEY COLLABORATIONS

    • Client Service Team Leads
    • Clients
    • Client Service Team Members
    • Client Support Specialists
    • Cashiering Team
    • Data Management Administrator
    • Other Senior Client Associates

    Note:

    The essential job functions and associated physical and mental requirements 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.

    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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