Client Success Specialist

CI Financial

Client Success Specialist supporting high-net-worth clients and assisting advisory teams with client requests. Key responsibilities include communication, data input, meeting scheduling, and report generation.

Posted 5/20/2026full-timeItasca • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $62,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as central point of contact for ingesting client requests
Coordinate between client, advisor, and additional support teams to execute & track against client requests
Communicate with clients daily, addressing their day-to-day needs in an articulate and professional manner
Support data input for client prospecting
Schedule meetings between advisory team & clients
Input client and advisor requests into Salesforce, track completion
Retrieve and distribute client statements, tax documents, or other reports
Generate portfolio reports
Complete required paperwork
Open accounts for existing clients

Requirements

What you’ll need

Bachelor's degree from an accredited institution
Minimum of 3-5 years' experience
Experience with Salesforce, Portfolio Accounting Software, Docusign, Microsoft Suite (competency or ability to learn quickly)
Customer service background preferred
Excellent verbal, written, analytical, and organizational skills
Ability to identify, meet and follow through with client needs and requests
Able to work independently
Enjoy being part of a team
Must be highly flexible and confidential with all client and firm matters

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data inputclient prospectingportfolio reportsaccount openingpaperwork completion

Soft Skills

customer serviceverbal communicationwritten communicationanalytical skillsorganizational skillsindependenceteamworkflexibilityconfidentiality

Certifications

Bachelor's degree