Client Success Manager

Corient Tech - Boston, MA

Full-time - Mid Level

Boston, MA

5,001-10,000 employees

About the position

The Client Success Manager at Corient is responsible for overseeing a team that delivers exceptional client service and administrative support, focusing on wealth planning and investment-related responsibilities. This role emphasizes collaboration with various departments to enhance client relationships and ensure compliance with industry standards. The manager will also play a key role in training team members and optimizing workflows to improve the overall client experience.

Responsibilities

• Directly supervise a team of Client Success Specialists to ensure exceptional client experiences.
• Delegate administrative tasks and coordinate daily workflow to optimize client service.
• Provide ongoing training and feedback to team members on job performance.
• Ensure compliance with account servicing and maintenance of records.
• Maintain expert knowledge of custodial administrative and operational requirements.
• Manage training programs related to policies, procedures, and portfolio accounting.
• Serve as a point of escalation for account servicing issues.
• Create monthly and quarterly reports to assess KPIs and identify areas for improvement.
• Support Wealth Advisors in monitoring account guidelines and completeness of client records.
• Interact with clients to manage service needs and track goals, identifying opportunities for value adds.
• Monitor timeliness of client account activities such as billing and document updates.
• Communicate with third parties like financial consultants and centers-of-influence.
• Create client meeting and presentation materials.
• Coordinate with team members to standardize the client experience.
• Participate in client meetings to discuss service and planning needs.

Requirements

• Minimum 5 to 7 years of related experience, with management experience preferred.
• Excellent verbal and written communication skills.
• Strong computer skills including Microsoft Excel, Word, PowerPoint, Adobe, and Windows.
• Interest in learning various software applications as required by the job.
• Strong organizational skills and attention to detail.
• Ability to collaborate and take initiative in a team environment.
• Strong systems and procedures knowledge with the ability to train others.
• Interest in career growth in wealth management.

Benefits

• Flexible & Hybrid Work Program
• 401(k) Plan with Employer Matching
• Four Medical Plan options 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
• Volunteer days for community giving back