Client Service Specialist II

Corient is hiring a Client Service Specialist II in San Diego to provide exceptional support to high and ultra-high-net-worth families managing complex wealth, preservation strategies, and multi-generational legacies. This full-time position offers the opportunity to grow your career while helping families simplify their financial lives and build lasting impact.

About the Role

You'll serve as a trusted advisor and operational hub for our most valued clients at Corient's San Diego office. In this Client Service Specialist II role, you'll coordinate seamlessly between families and our team of wealth advisors, tax specialists, and estate planners to ensure every request is handled with precision and care. Your work directly shapes how high-net-worth families experience their relationship with us.

What You'll Do

• Build and maintain strong relationships with assigned families, serving as their primary contact
• Coordinate communications between clients and internal teams including portfolio management, tax planning, and legal professionals
• Organize and maintain client documentation, reports, and strategic planning materials
• Manage client calendars, schedule meetings, and oversee administrative operations
• Handle client inquiries with professionalism and respond within service-level standards
• Maintain confidential records and ensure compliance with firm and regulatory requirements
• Support client meetings, quarterly reviews, and family events

What We're Looking For

• 2+ years of client service, administrative coordination, or account management experience
• Excellent written and verbal communication abilities
• Proficiency with Microsoft Office and client relationship management software
• Strong ability to juggle multiple priorities and meet deadlines
• Professional judgment and discretion with sensitive client information
• Detail-oriented mindset with a commitment to accuracy and compliance
• Interest in or understanding of wealth management and financial services (preferred)

About Corient

Corient partners with high and ultra-high-net-worth individuals and families to preserve wealth across generations and create meaningful legacies. We specialize in simplifying complex financial situations so clients can focus on what matters—their families, their communities, and their passions. Our San Diego team is dedicated to exceeding expectations and building relationships that last.

How to Apply

Apply through this listing to join Corient's San Diego office. We look forward to meeting you.