Client Service Associate

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

## Client Service AssociateApplyremote type: Onsitelocations: Austin, TXtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R766The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.The ideal candidate demonstrates a growth mindset, is receptive to feedback, and is committed to continuous learning, professional development, and contributing to the success of the team.**Primary Responsibilities:*** Frequent custodian interaction & paperwork processing.* Process account openings and process tasks with Custodians.* Schedule client meetings.* Basic preparation and follow-up for client meetings.* Prepare client forms and financial reports in advance of client meetings.* Develop knowledge of investment accounts, products and the forms required to transact business.* Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.* Ongoing maintenance and quality control of CRM.* Organize advisory team meetings and events.* Receive client calls and resolve questions/issues as needed.* Execute client appreciation and retention activities.* Prepare and process custodian forms to support client account maintenance, transfers, and other account-related requests.* Serve as backup administrative support as needed, assisting with office operations and ensuring a seamless client experience.**Ideal Candidate Profile – “Our Casting Call!”****Required Credentials:*** Bachelor’s degree* 1-3+ years of experience* Willingness to obtain the Series 65 license within one year of employment.**Skills & Competencies:*** Demonstrate strong and effective communication, organizational and time management skills.* Ability to work in a team based/collaborative environment.* Must accept and thrive in a fast-paced, changing environment.* Adherence to all compliance policies & procedures.* Demonstrate the Cerity Partners culture.**Physical Requirements:*** Prolonged periods sitting at a desk and working on a computer**Compensation Range:****$60,000 – $75,000****Why Cerity Partners****:**Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:* Health, dental, and vision insurance – day 1!* 401(k) savings and investment plan options with 4% match* Flexible PTO policy* Parental Leave* Financial assistance for advanced education and professional designations* Opportunity to give back time to local communities* Commuter benefits*Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.**Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S.*