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.
Responsibilities
The CSS is responsible for completing custodian paperwork to establish accounts for individuals, trusts or entities, transfer funds via check requests, wires, SLOAs, or Money Links, update account names or addresses, initiate managed accounts, establish margin accounts, update beneficiaries, request IRA distributions, transfer assets in via ACAT, or edit cost basis information. The CSS prepares the above forms, as appropriate, and ensures accurate completion of the tasks through diligent follow-through and communication with both the team and the custodian.
The CSS is also responsible for preparing manager paperwork for any managed accounts and communicating to ensure accurate and timely completion. The CSS assists in the subscription document preparation and information-gathering process as directed by the Investment Analysts.
The CSS may be responsible for bill pay and accounting services for some select clients. This will include preparing bills for review, coding and entering into QuickBooks, reconciling accounts a month end, entering journal entries, and preparing reports for the Advisor to present to the client. Some of these clients may also require payroll services, in which case, the CSS will enter the information into the payroll system and prepare preliminary reports for review by the Advisor. PTO tracking, benefit administration, and specialized reporting could also be required
The CSS prepares customized cash flow, recordkeeping, and other specialized financial reports for clients upon request. During tax season, the CSS is responsible for gathering and tracking tax information for assigned clients. On a periodic basis, this information is transferred to the CPAs.
In preparation for and following quarterly meetings, the CSS may prepare agendas, print and organize deliverables, update task lists, scan notes and documents to the client’s folder, participate in team meetings, and execute on any assigned tasks.
This is a utility player position that provides all types of support for the various client teams and general support for the office such as providing backup on the phones, copying and/or scanning documents, and completing special projects.
Qualifications & Requirements
A bachelor’s degree
Two to four years of relevant experience preferred
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
This position description is intended to provide a general overview of the expectations and responsibilities ofthis 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.
Physical Requirements
U.S. Eligibility Requirements
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:
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.

Corient is the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing lasting legacies.
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