Client Service Associate

Cerity Partners; Cleveland (OH); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental and vision

401(k) with 4% match

Flexible PTO

Parental leave

Education assistance

Community involvement

Commuter benefits

Job summary

Cerity Partners is seeking a Client Accounting Associate to support the Wealth Management segment and partners delivering wealth planning, investment advisory and tax planning services for individuals, families, trusts, endowments, and philanthropies.

The role includes bill pay, bank accounts setup, invoicing and client reporting, within IRS-compliant processes.

Qualifications

• Minimum of 3 years related work experience.
• Experience with banking processes and bill-pay.
• Document management for wealth planning and tax-related tasks.

Responsibilities

• Open client bank accounts, transfer funds, invoice, update client information and bill pay.
• Administer accounting/bill-pay software setup and vendor files.
• Maintain and improve accounts payable filing systems.
• Provide client-specific reporting (tax documents, invoices, payroll, etc.).
• Develop procedures to improve efficiency and reduce errors.
• Document management for bill-pay and wealth planning clients per IRS rules.
• Support other associates and provide telephone assistance.

Skills

Verbal and written communication

Detail-oriented

Time management

Team collaboration

Tools

Accounting software

Job description

Position Summary

The Client Accounting Associate will support the Wealth Management business segment and the Partners and Principals responsible for providing comprehensive wealth planning, investment advisory and tax planning for individuals, families, trusts, endowments and philanthropies. We offer lifestyle management services tailored to support clients’ needs which can include bill pay, wires, estate management and other custom services. These responsibilities must be conducted in accordance with industry best practices and applicable laws and regulations.

Primary Responsibilities

• Perform administrative and operational duties, such as opening client bank accounts, transferring funds, invoicing, updating client and account information, bill pay, receipt organization and filing, bank account review and reconciliation
• Act as administrator for accounting/bill pay software including account set up, vendor files, and statements
• Maintain and improve accounts payable filing systems
• Client specific reporting needs, which could include: tax documents, quarterly invoices, prize money records, compensation reports, payroll and others
• Develop written procedures on all aspects of this position, while always working to improve efficiency and minimize errors
• Document management for all bill-pay and wealth planning clients in accordance with IRS requirements
• Support other associates and provide telephone support

Skills and Competencies

• Regular interaction with third party advisors and vendors
• Strong verbal and written communication skills, professional presentation, and organizational skills
• Strong attention to detail, exceptional problem-solving skills, and an ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision§ Strong work ethic, interpersonal collaboration and team skills, a must
• Comfort with accounting/bookkeeping software important
• Minimum of 3 years related work experience

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Compensation Range

$50,000-$60,000

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.