Client Service Associate

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Commuter benefits

Job summary

Cerity Partners in Mill Valley, CA, seeks a Client Service Associate to support clients and advisors by handling account openings, paperwork, and meeting preparation. You will ensure CRM data accuracy while learning investment products and improving processes under supervision.

Key responsibilities include processing custodian paperwork, scheduling client meetings, preparing reports, and coordinating across departments to ensure timely follow-up with clients.

Qualifications

• Bachelor’s degree required.
• 2+ years of experience preferred.
• Strong communication and organizational skills.
• Ability to thrive in a fast-paced environment and adapt to change.

Responsibilities

• Process account openings and paperwork with custodians.
• Schedule client meetings and prepare follow-up materials.
• Maintain CRM data accuracy and generate reports.
• Assist with transfers, wires, and cash movements as needed.
• Coordinate across departments to ensure timely follow-up and task completion.
• Provide friendly, professional client service and respond to client inquiries.

Skills

Communication

Organization

Time management

Teamwork

Adaptability

Compliance

Education

Bachelor’s degree

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 ResponsibilitiesFrequent 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 degree2+ years of experienceSkills 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:$75,000-90,000Why 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% matchFlexible PTO policyParental LeaveFinancial assistance for advanced education and professional designationsOpportunity to give back time to local communitiesCommuter benefitsCerity 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.