Client Experience & Admin Coordinator

Cerity Partners; Austin (TX); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners in Austin, TX seeks a Client Service Associate to support clients and advisors through routine admin tasks and request handling. You’ll assist with account openings, paperwork, meeting planning, and basic reporting, while ensuring CRM data accuracy and smooth client follow-up.

The role emphasizes organization, detail orientation, client‑facing professionalism, and a growth mindset as you learn investment products and contribute to process improvements under supervision.

Qualifications

• Bachelor’s degree required.
• 1–3+ years of experience in client service or similar role.
• Willingness to obtain Series 65 within one year.

Responsibilities

• Handle routine administrative tasks and client requests.
• Assist with account openings and relevant paperwork.
• Schedule client meetings and prepare basic reports.
• Maintain CRM data accuracy and support meeting prep.
• Learn investment products and improve internal processes.

Skills

Communication

Organizational skills

Team player

Adaptability

Education

Bachelor's degree

Job description

Cerity Partners in Austin, TX seeks a Client Service Associate to support clients and advisors through routine admin tasks and request handling. You’ll assist with account openings, paperwork, meeting planning, and basic reporting, while ensuring CRM data accuracy and smooth client follow-up.

The role emphasizes organization, detail orientation, client‑facing professionalism, and a growth mindset as you learn investment products and contribute to process improvements under supervision.