Client Service Associate

Cerity Partners; New York (NY); On-site; USD 67,000 - 75,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) with match

Flexible PTO

Parental Leave

Educational assistance

Community involvement

Commuter benefits

Job summary

Cerity Partners is seeking a Client Service Associate for our Family Office in New York. You will partner with Advisors and specialists to deliver UHNW family office services, thriving in a fast-paced environment with strong communication and attention to detail.

You will support client and team activities, manage calendars and travel, and assist with tax and planning projects. The role emphasizes CRM data integrity, process improvement, and professional client interactions.

Qualifications

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

Responsibilities

• Provide exceptional service and foster trusted client relationships
• Diligently track and organize client requests; meet deadlines
• Handle general administrative support (mailings, scanning, etc.)
• Backup to the office Administrative Assistant
• Maintain and update calendars; book travel and meetings
• Answer and screen phone calls professionally
• Collaborate on tasks and long‑term initiatives
• Prepare client meeting materials and ensure follow‑up items
• Coordinate with clients’ external advisors to organize documents
• Manage CRM data and support new processes and technology solutions

Skills

Communication

Attention to detail

Teamwork

Time management

Learning agility

Discretion/Confidentiality

Client service

Microsoft Office

CRM familiarity

Education

Bachelor’s degree

Tools

Microsoft Office

Excel

Salesforce (CRM)

Job description

**Position Summary:**

The Cerity Partners Family Office isseekinga 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, hasstrong communicationskills, 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

• Assistin 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 upnew technologiesand systems

Skillsand Competencies:

• Dedicated to providing exceptional client experiences and upholding the highest standards of confidentiality

• Entrepreneurial mindset, proactivelyidentifyneeds and solutions

• Independently resourceful and inquisitive

• 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 the Cerity Partners culture.

Physical Requirements:

• Prolongedperiodssitting at a desk and working on a computer.

• Must be able tolift upto 15 pounds at times.

Compensation Range:

$67,000 - $75,000

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.