About this role
Client Service Specialist II at Corient. Location: Morristown, New Jersey, United States. Role: coordinating requests, serving clients, generating reports Requirements: Bachelor's degree, 3+ years experience, proficiency with Salesforce, Portfolio Accounting Software, DocuSign, and Microsoft Suite, strong verbal/written skills, confidentiality, and ability to work independently. Category: Customer Service Seniority: Mid Level Tools: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite Commitment: Full Time Workplace: Hybrid Languages: English