Responsibilities- Manage the complete client life cycle for assigned relationships.
- Cultivate & maintain strong relationships with clients, colleagues & external partners.
- Prepare and process client onboarding documentation.
- Facilitate money movements, transfers of assets, charitable contributions, and RMDs with a high level of accuracy.
- Monitor cash & account activity, custodian alerts and confirm completion of submitted requests.
- Prepare for and attend client meetings as necessary, manage follow-up and documentation.
- Monitor external alternative investments; complete subscription agreements, process & track capital calls/distributions.
- Proactively communicate with and anticipate the unique needs of your clients.
- Create and maintain formula-based analytics using Excel.
- Manage special projects and life events based on client requests.
- Coordinate and process requests with custodial partners, including Schwab, Fidelity, and other third-party institutions.
- Support the administration and maintenance of trust accounts, ensuring timely processing and accurate documentation.
Qualifications & Requirements- Bachelor's degree
- Minimum of five years of experience at an RIA or similar financial services company
- Experience working with outside custodians, including Schwab, Fidelity, and other institutional custodians
- Experience working with Trust accounts and trust administration-related processes
- Proficiency in Salesforce, Addepar or similar CRM system
- Proficiency in Microsoft Office Suites
- Complete integrity with an uncompromised reputation
- Ability to maintain total confidentiality
- An excellent team player who enjoys collaboration but also works well independently
- Strong work ethic
- Strong verbal and written communication skills
- Excellent analytical, organizational, and time management skills
- Exceptional attention to detail and accuracy
- Proven ability to successfully manage multiple priorities and deadlines in a fast-paced environment
- Ability to gain clarity, problem-solve, and exercise sound judgment while working through complex client deliverables and requests
- Ability to remain detail-oriented while multitasking and working at a fast pace
- Ability to take ownership of projects and carry them through to completion
- Travel is not required
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Pay InformationThis position is exempt and is paid according to the laws of the State of Massachusetts. The pay range for this position is $70,000-95,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Physical Requirements- 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.
- This position may require the ability to lift up to 15 pounds.
- This position is required to work onsite 4 days per week.
U.S. Eligibility Requirements- Must be 18 years of age or older.
- 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.
- 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 Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
- 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
