Hiring: Client Service Specialist I Company: Corient Location: Greater Indianapolis Job Posted Time: 2026-09-10 14:27:25 Employment Type: On-site Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint About the job Experience: •3+ years of customer service background preferred •18 years of age or older. Required Skills: •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 •Provide general office support as needed Qualifications: •BA/BS degree required •1-3+ years of customer service background preferred •Enjoy being part of a team •Capable of adapting to change in a fast‐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. •This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!