Client Service & Advisory Support Specialist

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Flexible PTO

Parental leave

Education assistance

Commuter benefits

Job summary

Cerity Partners LLC is hiring a Client Service Associate in Austin, TX to support advisors and clients by handling routine administrative tasks, scheduling meetings, and preparing basic financial reports. The role emphasizes CRM data accuracy, process improvement, and ongoing learning about investment products.

The ideal candidate has a bachelor’s degree, 1–3+ years of experience, and is willing to pursue the Series 65 license within a year.

Qualifications

• Bachelor's degree required.
• Strong communication and organizational abilities.
• Willingness to obtain Series 65 license within one year.

Responsibilities

• Assist with account openings and paperwork processing.
• Schedule and prepare for client meetings.
• Maintain CRM data accuracy and client follow-up.
• Support adherence to compliance policies and processes.

Skills

Communication skills

Organizational skills

Time management

Team collaboration

Adaptability

Education

Bachelor's degree

Job description

Cerity Partners LLC is hiring a Client Service Associate in Austin, TX to support advisors and clients by handling routine administrative tasks, scheduling meetings, and preparing basic financial reports. The role emphasizes CRM data accuracy, process improvement, and ongoing learning about investment products.

The ideal candidate has a bachelor’s degree, 1–3+ years of experience, and is willing to pursue the Series 65 license within a year.