Client Service Associate

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

Benefits offered by this job

Health insurance

401(k) with match

Flexible PTO

Parental Leave

Professional development support

Commuter benefits

Job summary

Cerity Partners is seeking a driven Client Service Associate for our Family Office team in New York. You will partner with Advisors and specialists to deliver UHNW family office services, handling client requests, calendars, travel, and meeting materials with meticulous attention to detail.

The role emphasizes client service, cross-functional collaboration, and process optimization in a fast-paced environment. 1–3 years in wealth management and a Bachelor's degree are preferred.

Qualifications

• 1-3 years of experience in wealth management a plus
• Bachelor's degree required
• Strong knowledge of Microsoft Office; Excel experience a plus
• Experience with CRM platforms (Salesforce preferred)
• Easily picks up new technologies and systems
• Demonstrates confidentiality and exceptional client service

Responsibilities

• Provide exceptional client service and foster trusted client relationships
• Track and organize client requests, meet deliverables and deadlines
• Handle general administrative support and back up the Administrative Assistant
• Serve as primary contact for external and internal team members
• Maintain calendars, schedule meetings, and book travel as needed
• Assist in preparing client meeting materials and follow through on actions
• Coordinate with clients' external advisors to organize documents
• Manage the firm's CRM and support new processes and tech solutions

Skills

Client service

Communication

Organizational skills

Time management

Teamwork

Adaptability

CRM familiarity

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Excel

Job description

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

Why Cerity Partners

• 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.