Wealth Client Services Specialist II
corient servicesColumbus, OH
Wealth Client Services Specialist II
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales AgentsPersonal Financial Advisors
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Management Consulting Services
Corient Services LLC is a leading wealth manager serving high- and ultra-high-net-worth clients. This role focuses on delivering exceptional client service, coordinating between clients and advisory teams, and maintaining accurate data in Salesforce and related systems. The position requires a Bachelor's degree and 3–5 years in client service, with strong communication and confidentiality. Onsite work four days a week with comprehensive benefits is provided.
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Level
Senior L5
Location
Columbus, OH
Occupation
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Industry
Portfolio Management and Investment Advice
Posted
4 days ago