Client Service Associate

Cerity Partners Management LLC; United States; On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health insurance from day 1

401(k) matching plan

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Client Service Associate in the United States to support clients and advisors by handling administrative tasks, account openings, paperwork, and meeting scheduling. The role emphasizes CRM data accuracy, client follow-ups, and preparing reports while learning about investment products under supervision.

Candidates should have a Bachelor's degree and 2+ years of experience, strong communication and organizational skills, and the ability to work in a fast-paced,

Qualifications

• Bachelor’s degree required; 2+ years of experience preferred.
• Strong communication, organization, and time management skills.
• Ability to work collaboratively in a fast-paced environment; adherence to policies.

Responsibilities

• Process account openings, funding, deposits, wires, and paperwork with custodians.
• Schedule client meetings and prepare materials and reports for meetings.
• Maintain CRM data accuracy and timely client follow-ups.

Skills

Communication

Organizational skills

Time management

Team collaboration

Compliance awareness

Education

Bachelor’s degree

Tools

CRM system

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 Responsibilities

Frequent 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 degree
• 2+ years of experience

Skills 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

$75,000-90,000

Why Cerity Partners

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

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.

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.

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.