Client Service Associate

Cerity Partners; Mill Valley (CA); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Flexible PTO

Parental leave

Education assistance

Commuter benefits

Job summary

Cerity Partners in Mill Valley, CA, is seeking a Client Service Associate to support clients and advisors by handling administrative tasks, account openings, paperwork, and meeting preparation. You will ensure CRM data accuracy and assist with client follow-up and reporting, under supervision.

Ideal candidates have a bachelor’s degree and 2+ years of experience, excellent communication, and ability to work in a fast-paced team-driven environment while complying with firm policies.

Qualifications

• Bachelor’s degree.
• 2+ years of experience.

Responsibilities

• Process account openings, funding, deposits, electronic transfers and money movements with custodians.
• Schedule client meetings and prepare for them.
• Prepare client forms and financial reports ahead of meetings.
• Develop knowledge of investment accounts and products.
• Coordinate across departments to ensure timely follow-up.
• Maintain and update CRM data and generate reports.
• Organize advisory team meetings and events.
• Answer client calls and resolve questions/issues.

Skills

Communication skills

Organizational skills

Time management

Teamwork

Fast-paced adaptability

Compliance adherence

Cerity culture

Education

Bachelor's degree

Tools

CRM software

Job description

Position Summary: The Client Service Associate role focuses on supporting clients and advisors by executing administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing 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.
• 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.
• Responsible for cash transfers, wires, data maintenance, reporting and 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
• 2+ years of experience

Skills and 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.
• Must be able to lift up to 15 pounds at times.

Compensation Range:

$75,000-90,000

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.