Client Service Associate

Cerity Partners; Mill Valley (CA); On-site; USD 60,000 - 65,000; Full time

Job summary

Cerity Partners is looking for a Client Service Associate to support clients and advisors in Mill Valley. This role involves executing administrative tasks, handling client requests, managing account openings, and ensuring data accuracy while developing knowledge of investment products. Ideal candidates will have strong organizational skills and thrive in a team-oriented, fast-paced environment.

Benefits

Health, dental, and vision insurance from day 1

401(k) savings and investment plan options with 4% match

Flexible PTO policy

Parental Leave

Financial assistance for education and professional designations

Qualifications

• 0-2 years of experience required.
• Must be able to thrive in a fast-paced, changing environment.
• Understanding and adherence to compliance policies.

Responsibilities

• Assist with account openings and client requests.
• Schedule client meetings and maintain CRM data accuracy.
• Prepare reports and assist with internal coordination.

Skills

Communication

Organizational skills

Time management

Critical thinking

Teamwork

Education

Bachelor’s degree

Job description

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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

• Receive client calls and resolve questions/issues as needed.
• Frequent custodian interaction & paperwork processing.
• Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.
• Prepare custodian Paperwork/Docusign envelopes, Alerts, and new account setup in various systems.
• Schedule 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 are 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.
• Preparation and follow-up for client meetings.
• Execute client appreciation and retention activities.
  
  

Required Credentials

• Bachelor’s degree
• 0-2 years of experience
  
  

Skills & Competencies

• Demonstrate strong and effective communication, organizational and time management skills.
• Ability to work in a team based/collaborative environment.
• Must thrive in a fast-paced, changing environment.
• Ability to think critically, receive feedback, develop creative solutions.
• Understanding big picture/strategic thinking while also executing tasks with precision.
• 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

$60,000-$65,000

Why Cerity Partners

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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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