Client Success Specialist

Join a team that values your ambition and empowers your growth

Summary

Administrative Duties

• Understanding and proactively executing on the unique needs of multi-generational clients.
• Coordinate, verify and pay trustees' Fees across accounts.
• Coordinate, verify and settle all Tax Payments (estimates and payments due) for trusts and individuals and send prepared letters informing the family members.
• Calculate year-end income payments by working directly with the families' accounting firms.
• Processing ongoing gifting to charities and the children of beneficiaries.
• Ensure any required IRA distributions are taken and coordinate and IRA Qualified Distributions with the accountant, so they are coded properly.
• Coordinate ongoing tax loss harvesting and trades across all portfolio.
• Check for investment losses to harvest on an ongoing basis
• Maintain an up-to-date family tree
• Coordinate the dissolution of trusts as necessary.

Money Movements

• Execute all money movement requests
• Verify that the payments are debited from the correct income and principal buckets and communicate as needed to the families.
• Confirm any payments made are properly received and processed accordingly on the receiving end.
• Keep copies of any outgoing checks for our records.
• Pay invoices on behalf of clients.
• Maintain records of the payments made for tax reporting purposes
• Coordinate payments both from the clients and the trusts liabilities related to their taxes.
• Monitor the principal and income balances of each trust on a weekly basis to ensure we have enough funds for upcoming distributions to beneficiaries.
• Send all tax payments via certified mail

Reporting Duties

• Prepare investment review meeting material for three meetings per year with various branches client relationships, including trustees, beneficiaries, accountant and attorney
• Maintain reporting for all trustees and beneficiaries to ensure they are receiving timely and accurate reporting on all relevant portfolios.
• Customize the information for meetings including purchase and sales summaries and explanation of thematic investment approach
• Running weekly transactions reports to monitor and additions and withdrawals to the accounts.
• Review monthly statements for each account and maintain electronic records.

Communication Duties

• Proactively stay in contact with all family members from the branches on a quarterly basis
• Communicate directly with the accountant frequently. We pay quarterly taxes, provide quarterly reporting on gains taken throughout the year, work together on tax cost questions of various positions in the account, determine if payments should be taken from the principal or income cash buckets
• Be the direct point of contact for any trustees and beneficiaries.
• Receive trade approvals prior to executing any trades from the accountant and trustees
• Communicate any gifts over the annual exclusion amount to the attorney and the accountant.

Miscellaneous

• Provide financial planning and purchase information to family members around home and auto purchases
• Work directly with each family’s estate planning attorney with any questions on gifting, account titling, trust distributions, etc.

Competencies

• Detail orientation
• Service orientation
• Action orientation
• Communication
• Responsiveness
• Follow-through

Physical Requirements

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  This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
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  This position may require the ability to lift up to 15 pounds.
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  This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

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  Must be 18 years of age or older.
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  Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
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  Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
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  Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
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  Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

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  401(k) Plan with Employer Matching 
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  Four Medical Plan options that is generously subsidized by Corient
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  Employer paid Dental, Vision & Life and AD&D Insurance 
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  Employer paid Short-term & Long-term Disability  
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  Paid Maternity & Parental Leave 
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  Flexible Spending Accounts & Health Savings Accounts
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  Dependent Care FSA 
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  Commuter & Transit FSA 
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  Corporate Discount Program - Perkspot 
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  Training Reimbursement  
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  Paid Professional Designations  
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  Giving back to the community - Volunteer days