Senior Client Service Specialist

CI Financial

. Manage the complete client life cycle for assigned relationships .

Posted 11/12/2026full-timeUnited StatesSenior💰 $80,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships throughout the complete life cycle, with strong analytical skills and proficiency in Excel for data analysis. Capable of maintaining confidentiality and integrity while effectively communicating and collaborating with clients and team members.

Highest-signal resume keywords

Client Relationship ManagementProficiency In SalesforceExcel AnalyticsFinancial Services ExperienceStrong Verbal And Written Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Onboarding DocumentationMoney Movement FacilitationCash MonitoringBilling CalculationsAlternative Investments Monitoring

Soft Skills

Strong Work EthicDetail-OrientedExcellent Team PlayerOrganizational SkillsAbility To Multi-Task

Tools & Technologies

SalesforceMicrosoft OfficeExcel

Industry Keywords

RIAFinancial ServicesConfidentialityClient MeetingsCapital Calls

About the role

Key responsibilities & impact

Manage the complete client life cycle for assigned relationships
Cultivate and maintain strong relationships with clients, colleagues, and external partners
Prepare and process client onboarding documentation
Facilitate money movements, transfers of assets, charitable contributions, and RMDs accurately
Monitor cash and account activity, custodian alerts, and completion of submitted requests
Prepare for and attend client meetings as necessary; manage follow-up and documentation
Monitor external alternative investments; complete subscription agreements and track capital calls/distributions
Provide quarterly overviews of billing calculations using provided comparisons
Proactively communicate with and anticipate clients’ unique needs
Create and maintain formula-based analytics using Excel
Manage special projects and life events based on client requests

Requirements

What you’ll need

A bachelor’s degree
Minimum of five years of experience at an RIA or similar financial services company
Proficiency in Salesforce or similar CRM system
Proficiency in Microsoft Office, with a high level of competency in Excel
Complete integrity with an uncompromised reputation
Ability to maintain total confidentiality
An excellent team player who enjoys collaboration but also works well individually
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 them through to completion
Travel is not required
Must be 18 years of age or older
Must have unrestricted work authorization to work in the United States
Corient hires U.S. citizens or permanent residents, subject to stated exceptions
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, including post-employment non-solicitation, confidentiality, and non-disclosure obligations

Benefits

Comp & perks

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
Corporate Discount Program - Perkspot
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days