Jobs in the United States

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Advisory Enterprise Account Manager
Nutanix
Philadelphia, PA
- $300,000 to $450,000 USD / year
The Advisory Enterprise Account Manager role will be part of the Sales team at Nutanix, specifically located in the greater Philadelphia area. This dynamic and diverse team is focused on…
Added just now
Sr Customer Service Manager, Airports
American Airlines
Philadelphia, PA
American is looking for a goal-oriented Sr. Customer Service Manager (CSM) who wants to elevate their experience, knowledge, and network within the company. With our leadership program, you…
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Field Reimbursement Manager
McKesson Corporation
Philadelphia, PA
Must have Medicare and commercial insurance coverage experience
Added 2 mins ago
School Account Manager II
Renaissance Learning North America
Remote, United States
The School Account Manager II is responsible for managing and selling Renaissance Learning’s products and services, within assigned territory, and achievement of revenue goals through…
Added 7 mins ago
Retirement Benefits Manager
Distro
Chandler, AZ
Retirement Benefits Manager - AZ About Us Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio…
Added 8 mins ago
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Pflugerville 03 (SH130/Parkway) Blooms - Perishables Rep - Part time
HEB
Pflugerville, TX
- Part-time
…well-stocked and well-maintained department while providing superior customer service. You will prepare, package, and merchandise fresh product on a daily basis, while maintaining all…
Added 8 mins ago
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Austin 16 (Lakeline Plus!) Produce - Perishables Rep - Part time
HEB
Austin, TX
- Part-time
…well-stocked and well-maintained department while providing superior customer service. You will prepare, package, and merchandise fresh product on a daily basis, while maintaining all…
Added 8 mins ago
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Pflugerville 03 (SH130/Parkway) Seafood - Perishables Rep - Part time
HEB
Pflugerville, TX
- Part-time
…well-stocked and well-maintained department while providing superior customer service. You will prepare, package, and merchandise fresh product on a daily basis, while maintaining all…
Added 10 mins ago
Sales and Use Tax Manager
Elliott Davis Advisory, LLC
Columbia, SC · Charlotte, NC · Chattanooga, TN · Raleigh, NC · Charleston, SC · Nashville, TN · Greenville, SC
We are seeking a Sales and Use Tax Manager to join our growing SALT practice. This individual will lead sales and use tax advisory engagements, manage client relationships, develop and…
Added 14 mins ago
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Operating Room Registered Nurse - Full Time
LOS ORTHOPAEDIC AND SPINE SURGERY CENTER LLC
Lafayette, LA
- Full-time
Participates in data collection activities to support the quality improvement program
Added 15 mins ago
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Pharmacy Technician
CVS Health
Warrenton, VA
- $17 to $27 USD / hour
Once in role, Technicians are required to complete a rigorous company training program and satisfy all registration, licensing, and certification requirements according to their State’s…
Added 15 mins ago
CH
Store Manager in Training
CVS Health
Weeki Wachee, FL
- $18.5 to $23.88 USD / hour
The SMIT program is designed to enhance your career as a future store leader. We support your development towards the store manager role by participating in a self-paced, collaborative…
Added 15 mins ago
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Staff Pharmacist Full Time
CVS Health
Saint Johns, FL
- $60 to $76 USD / hour
- Full-time
…care for our patients. In addition to supporting the Pharmacy Manager in leading and directing the pharmacy team, you are accountable for supporting the management, oversight, and operation…
Added 15 mins ago
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Pharmacy Technician
CVS Health
South Hill, VA
- $16 to $24 USD / hour
As a new Pharmacy Technician, you are required to complete an extensive CVS Pharmacy Technician Training Program as well as satisfy all registration, licensing and certification…
Added 15 mins ago
CH
Pharmacy Technician
CVS Health
Louisburg, NC
- $16.5 to $25 USD / hour
Once in role, Technicians are required to complete a rigorous company training program and satisfy all registration, licensing, and certification requirements according to their State’s…
Added 15 mins ago
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Pharmacy Technician
CVS Health
Charles Town, WV
- $16.5 to $25 USD / hour
Once in role, Technicians are required to complete a rigorous company training program and satisfy all registration, licensing, and certification requirements according to their State’s…
Added 15 mins ago
CH
Pharmacy Technician
CVS Health
Clayton, NC
- $16.5 to $25 USD / hour
Once in role, Technicians are required to complete a rigorous company training program and satisfy all registration, licensing, and certification requirements according to their State’s…
Added 15 mins ago
CH
Store Manager in Training
CVS Health
Clayton, NC
- $18.5 to $23.88 USD / hour
The SMIT program is designed to enhance your career as a future store leader. We support your development towards the store manager role by participating in a self-paced, collaborative…
Added 15 mins ago
CH
Pharmacy Manager
CVS Health
Benson, NC
- $65 to $85 USD / hour
As a Pharmacy Manager, you will lead and develop a pharmacy team that provides exceptional patient care by promoting best practices and leading through change while identifying and…
Added 15 mins ago
CH
Pharmacy Technician
CVS Health
Louisa, VA
- $16.5 to $25 USD / hour
Once in role, Technicians are required to complete a rigorous company training program and satisfy all registration, licensing, and certification requirements according to their State’s…
Added 15 mins ago
CH
Pharmacy Technician
CVS Health
Cathedral City, CA
- $18.55 USD / hour
Once in role, Technicians are required to complete a rigorous company training program and satisfy all registration, licensing, and certification requirements according to their State’s…
Added 15 mins ago
CH
Pharmacy Technician
CVS Health
Cathedral City, CA
- $18.55 USD / hour
Once in role, Technicians are required to complete a rigorous company training program and satisfy all registration, licensing, and certification requirements according to their State’s…
Added 15 mins ago
CH
Staff Pharmacist Full Time
CVS Health
Ocala, FL
- $60 to $76 USD / hour
- Full-time
…care for our patients. In addition to supporting the Pharmacy Manager in leading and directing your Pharmacy Technician Support Staff, you are accountable for supporting the management,…
Added 15 mins ago
CH
Pharmacy Technician
CVS Health
Ocala, FL
- $16 to $24 USD / hour
Once in role, Technicians are required to complete a rigorous company training program and satisfy all registration, licensing, and certification requirements according to their State’s…
Added 15 mins ago
CH
Pharmacy Technician
CVS Health
Ocala, FL
- $16 to $24 USD / hour
Once in role, Technicians are required to complete a rigorous company training program and satisfy all registration, licensing, and certification requirements according to their State’s…

Corient Services LLC

Client Service Specialist I

Birmingham, MI, United States

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Applications open in a new tab.

Job details

Experience: Minimum of 3-5 years' experience
Posting language: English
Posted: Nov 3, 2026

Original job description

Join a team that values your ambition and empowers your growth

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

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-today 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

Qualifications & Requirements

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

Competencies

Detail orientation
Service orientation
Action orientation
Communication
Responsiveness
Follow-through

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.

Physical Requirements

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.
This position may require the ability to lift up to 15 pounds.
This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

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

Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

Apply on ci.wd3.myworkdayjobs.com About employer

More about this job

Skills

Communicate with customers
Cold calling
Fix meetings
Salesforce
Sage Accounting Software
Customer service
Organizational skills
Work independently
Communication skills
Heavy lifting
Confidentiality

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Work requirements

Jobs in the United States