About the job

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 Provide support to the advisory teams by administering client data gathering, paperwork preparation and monitoring, and ongoing administrative support

Execute client funds transfers via custodian systems

Maintain CRM (Client Relationship Management) system with client information, tasks, workflows, etc.

Facilitate account transfers with timely communication regarding status updates to advisory team

Main point of contact with custodian and firm's technology service teams

Interact with other departments, including Alternative Investments, as back office support

Coordinate with clients’ other advisors as needed (CPAs, attorneys, etc.)

Provide general office support as needed

Other administrative duties as needed Requirements:

BA/BS degree required

5+ years of customer service background preferred

Enjoy being part of a team

Capable of adapting to change in a rapid-paced environment

Excellent verbal, written, analytical, and organizational skills

Community service driven and charitably minded

Strong sense of ethics and confidentiality with all matters in relation to the firm

Proficiency with MS Word, Excel,



PowerPoint and Outlook 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.

WHAT WE OFFER Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top–up program

Paid time off for Volunteering This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs. This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $55,000 to $95,000. Exact salary depends on several factors such as experience, skills, education, and budget.

Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others.

Many of these benefits are subsidized or fully paid for by the company. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted.

We are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [email protected], or call (phone hidden) ext. 4747.

📌 Client Success Specialist (Toronto)
🏢 Corient
📍 Toronto