Client Service Associate

Cerity Partners Management; West Conshohocken (PA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners in West Conshohocken, PA seeks a Client Service Associate to support clients and advisors by handling routine administrative tasks, account openings, paperwork, and meeting scheduling. You will ensure CRM data accuracy and assist with client follow-ups under supervision.

This role emphasizes friendly, professional client service, organization, and learning about investment products while improving internal processes. Equal opportunity employer.

Qualifications

• Bachelor's degree required.
• 1–3 years of experience required.
• Strong communication and organizational skills.
• Ability to work in a fast-paced, team-based environment.
• Compliance policies and procedures must be followed.
• Adherence to Cerity Partners culture.

Responsibilities

• Process account openings, funding, and paperwork with custodians.
• Schedule and prepare client meetings.
• Prepare client forms and financial reports before meetings.
• Attend meetings to take notes and summarize for clients and advisory team.
• Maintain CRM data accuracy and assist with follow-ups.
• Coordinate across departments to ensure timely task completion.
• Handle cash transfers, wires, data maintenance, reporting, and trading as needed.
• Organize advisory team meetings and events.
• Handle client calls and resolve questions/issues; execute client appreciation and retention activities.

Skills

Communication

Organization

Time management

Team collaboration

Compliance

Cerity culture

Education

Bachelor's degree

Job description

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic 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.
• Basic preparation and follow-up for client meetings. Prepare client forms and financial reports in advance of client meetings.
• Attend meetings to take notes and send a summary to both the client and the advisory team.
• 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
• 1-3 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 a time.

Compensation Range:

$60,000 - $70,000

Why Cerity Partners:

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

• 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.