Client Service Associate

Cerity Partners; New York (NY); Hybrid; USD 67.000 - 75.000; Vollzeit

Benefits dieser Stelle

Health, dental, vision insurance

401(k) with match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Zusammenfassung

Cerity Partners is seeking a Client Service Associate for our Family Office in New York. You will support Advisors and specialists to deliver UHNW family office services, thrive in a fast-paced environment, and ensure accurate, timely client deliverables.

You will coordinate with internal teams, manage CRM data, and assist with tax and planning projects, while embracing new processes and technology solutions. Strong communication and organizational skills are essential.

Qualifikationen

• Bachelor’s degree required.
• 1–3 years wealth management experience a plus.
• Microsoft Office proficiency; Excel experience a plus.
• Experience with CRM platforms (Salesforce preferred).
• Easily learns new technologies and systems.

Aufgaben

• Provide exceptional service and build trusted client relationships.
• Track and organize client requests to meet deliverables and deadlines.
• Handle administrative support tasks (mailings, scanning, etc.).
• Back up the office Administrative Assistant when needed.
• Serve as primary point of contact for external and internal teams.
• Maintain calendars, schedule meetings, and book travel.
• Answer, screen, and redirect phone calls professionally.
• Collaborate on daily account management and longer-term projects.
• Prepare client meeting materials and ensure action items are followed up.
• Coordinate with external advisors to organize documents.

Kenntnisse

Client service

Communication

Attention to detail

Team collaboration

Time management

Ausbildung

Bachelor’s degree

Tools

Microsoft Office

Excel

Salesforce

Jobbeschreibung

Position Summary

Position Summary: The Cerity Partners Family Office is seeking a driven, team-oriented Client Service Associate to support and grow with our team. In this role, you will partner with Advisors and internal specialists to help deliver family office services to UHNW individuals and families. The ideal candidate thrives in a fast-paced environment, has strong communication skills, meticulous attention to detail, and is passionate about developing a career in the industry.

Primary Responsibilities

Client & Team Support

• Provide exceptional service and foster trusted client relationships, exceeding client expectations
• Diligently track and organize client requests, ensuring all deliverables and deadlines are met
• Handle general administrative support (mailings, messenger services, scanning, faxing, etc.)
• Act as a backup to the office Administrative Assistant

Communication & Coordination

• Serve as a primary point of contact for both external and internal team members at all levels
• Maintain and update calendars, scheduling internal and external meetings, and booking travel arrangements as needed
• Answer, screen, and redirect phone calls in a professional manner

Project Management & Execution

• Collaborate with internal team members on various tasks and long-term initiatives, from daily account management to tax and planning projects
• Assist in the preparation of client meeting materials and ensure follow-through on all action items
• Coordinate with clients’ external advisors (attorneys, accountants, etc.) to track and organize all pertinent documents and information

Process & Technology

• Manage and update the firm’s CRM, ensuring data accuracy and proper follow-up on tasks
• Support the implementation of new processes and technology solutions

Required Qualifications

• 1-3 years of experience, in wealth management a plus
• Bachelor’s degree
• Strong working knowledge of Microsoft Office suite, Excel experience a plus
• Experience with CRM platforms (Salesforce preferred)
• Easily picks up new technologies and systems

Skills and Competencies

• Dedicated to providing exceptional client experiences and upholding the highest standards of confidentiality
• Entrepreneurial mindset, proactively identify needs and solutions
• Independently resourceful and inquisitive
• 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

$67,000 - $75,000

Benefits

• 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

Equal Opportunity & Diversity

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.

Company Culture & Philosophy

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners.

Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well‑being of our clients, colleagues and communities.

Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.

About Cerity Partners

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country.

Our in‑house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight.

At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short‑term gains, we seek long‑term growth.

We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us.

We manage over $190 billion in assets under management for our clients.

We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more.

The driving factor of our accelerated growth is our people.

Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients.

We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.