Client Service Associate

Cerity Partners Management LLC; Grand Rapids (MI); On-site; USD 28,413 - 40,467; Part time

Benefits offered by this job

Health, dental, and vision insurance

401(k) savings plan with 4% match

Flexible PTO policy

Parental Leave

Financial assistance for education

Commuter benefits

Job summary

Dormont Manufacturing Co is seeking a part-time Client Service Associate to support clients and advisors by executing administrative tasks and managing client requests.

The successful candidate will assist with account openings, schedule meetings, and maintain CRM data accuracy. Candidates should have a Bachelor’s degree and 1-3 years of experience, along with strong communication and organizational skills. A variety of health benefits and a flexible PTO policy are offered.

Qualifications

• 1-3 years of experience in a related field.
• Ability to thrive in a team-based, collaborative environment.
• Strong adherence to compliance policies and procedures.

Responsibilities

• Assist clients and advisors with administrative tasks.
• Process account openings and handle client requests.
• Schedule client meetings and prepare necessary documents.

Skills

Strong communication skills

Organizational skills

Time management skills

Ability to work in a team

Adaptability in a fast-paced environment

Education

Bachelor’s degree

Job description

**Position Summary:**

The 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.

Primary Responsibilities

• Frequent custodian interaction & paperwork processing.

• Process account openings, funding, deposit electronic checks, money movements, 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.

• Attend meetings to take notes and send a summary to both the client and the advisory team.

• Develop knowledge of investment accounts, products and the formsrequiredto transact business.

• Assist with internal coordination across departments to ensure tasks/ follow upiscompleted in a timely manner.

• Responsible for cash transfers, wires, data maintenance,reportingand trading as needed.

• 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.

Required Qualifications:

• Bachelor’s degree

• 1-3years of experience

Skillsand Competencies:

• Demonstrate strong and effective communication, organizational and time management skills.

• Ability to work in ateam based/collaborative environment.

• Must accept and thrive in a fast-paced, changing environment.

• Adherence to all compliance policies& procedures.

• Demonstrate theCerityPartnersculture.

Physical Requirements:

• Prolongedperiodssitting at a desk and working on a computer.

• Must be able tolift upto 15 pounds at times.

Compensation Range:

This part-time role offers a compensation of $25.00 per hour

WhyCerityPartners:

Our people drive our success by working together to deliver exceptional service to our clients. Below isa 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

• Financialassistancefor 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.