Palm Beach, Florida, United States · Hybrid
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Wealth management, Administrative support, Operational support, Client relations, Investment transactions
Portland, Maine, United States · Hybrid
$110k–$165k/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Trust Administration, Estate Planning, Wealth Management, Fiduciary Knowledge, Compliance
Montreal, Quebec, Canada · Hybrid
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Administrative Support, Sales Reporting, Asset Reporting, Database Management, Event Coordination
Vancouver, British Columbia, Canada · On-site
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Financial planning, Investment management, Wealth management, Financial analysis, Client relations
Toronto, Ontario, Canada · On-site
$100k–$150k/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: TypeScript, Node.js, Distributed architectures, Microservices, API design
Menlo Park, California, United States · Hybrid
$66k–$106k/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Financial planning, Investment analysis, Client relationship management, Salesforce, Portfolio accounting software
Garden City, New York, United States · Hybrid
$75k–$85k/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Client Service, Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite
Toronto, Ontario, Canada · Hybrid
$34k–$59k/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Reconciliation, Financial transactions, Data entry, Analytical skills, Problem solving
Portland, Maine, United States · Hybrid
$114k–$185k/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Wealth planning, Tax planning, Estate planning, Wealth transfer, Trust structures
Calgary, Alberta, Canada · Hybrid
$85k–$100k/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Sales strategy, Business development, Relationship management, Financial services, Investment solutions
Toronto, Ontario, Canada · On-site
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Business Analytics, Business Intelligence, Strategic Leadership, Data Visualization, Python
Toronto, Ontario, Canada · On-site
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Technical Support, Wealth Management Systems, Troubleshooting, System Monitoring, Incident Management
Boston, Massachusetts, United States · Hybrid
$70k–$95k/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Client Relationship Management, Wealth Management, Trust Administration, Account Onboarding, Asset Transfers
New York, New York, United States · Hybrid
$103k–$130k/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Tax preparation, Fiduciary tax, Not for profit compliance, Entity tax filings, Income tax planning
Menlo Park, California, United States · Hybrid
$125k–$200k/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Wealth planning, Tax planning, Estate planning, Trust structures, Philanthropic planning
Toronto, Ontario, Canada · Hybrid
$55k–$95k/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Salesforce CRM, Business analysis, Project management, Stakeholder management, Requirement gathering
San Diego, California, United States · Hybrid
$70k–$90k/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Client Onboarding, Financial Services, Custodial Paperwork, Reconciliation, Client Service
Miami, Florida, United States · Hybrid
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Administrative support, Legal document management, KYC compliance, Diligence requests, Time management
Toronto, Ontario, Canada · Hybrid
$43k–$71k/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Asset allocation, Portfolio rebalancing, Trade analysis, Investment management, Portfolio construction
Toronto, Ontario, Canada · Hybrid
$55k–$95k/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Salesforce, Seismic, Tableau, Process optimization, Business process management
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The Client Service Specialist II works closely with senior relationship managers to handle administrative and operational client requests. Responsibilities include managing day-to-day client inquiries, processing investment transactions, assisting with tax preparation, and maintaining accurate client records.
Candidates should have 5–7 years of experience, preferably in wealth management, and a bachelor's degree is preferred. Proficiency in Excel and familiarity with platforms like Black Diamond, Salesforce, and Wealthscape are considered strong assets.
Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to 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.
Work Requirements:
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.
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
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.
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.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
Setting the standard for investment excellence and advice.
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members. You can find job postings for all CI Financial companies on this page. And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Offices: 15 York St, 2nd Floor, Toronto, Ontario M5J 0A3, CA
Setting the standard for investment excellence and advice.
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members. You can find job postings for all CI Financial companies on this page. And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Offices: 15 York St, 2nd Floor, Toronto, Ontario M5J 0A3, CA
