Client Service Associate | New College Graduate 2027

Cerity Partners; Austin (CO); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance for designations

Community involvement opportunities

Commuter benefits

Job summary

Cerity Partners invites a detail-oriented Client Service Associate to support clients and advisors by handling routine administrative tasks, account openings, scheduling meetings, and preparing basic reports.

You will ensure CRM data accuracy, assist with forms and custodian paperwork, and participate in Cerity Partners University training while pursuing the Series 65 license. This role emphasizes teamwork and compliance within wealth management.

Qualifications

• Bachelor’s degree required.
• Willingness to obtain the Series 65 license within one year of employment.
• 0-2+ years financial planning, estate planning and/or tax planning/preparation experience

Responsibilities

• Frequent custodian interaction & paperwork processing.
• Process account openings and tasks with Custodians.
• Schedule client meetings and provide follow-up preparation.
• Prepare client forms and financial reports prior to meetings.
• Develop knowledge of investment accounts, products, and required forms.
• Assist with internal coordination to ensure timely task completion.
• Maintain and QA CRM data quality.
• Organize advisory team meetings and events.
• Receive client calls and resolve questions/issues as needed.
• Execute client appreciation and retention activities.
• Prepare and process custodian forms for account maintenance and transfers.

Skills

Communication

Organizational skills

Time management

Teamwork

Adaptability

Compliance

Education

Bachelor’s degree

Tools

CRM

Job description

Position Summary

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.

Position Summary

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.

What is Cerity Partners University?

Cerity Partners University (CPU) focuses on the growth and development of newly hired colleagues, which takes place in our dedicated training space in Louisville, KY. During the in-person training, you will learn the basics of working with clients, train on the Cerity Partners Way, and prepare you to test for the Series 65. Training will begin in July and last for four weeks with all travel and expenses covered by the firm. After training you will return to your local office to start your wealth management journey and make your mark!

Primary Responsibilities

• Frequent custodian interaction & paperwork processing.
• Process account openings and 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.
• 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.
• 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.
• Prepare and process custodian forms to support client account maintenance, transfers, and other account-related requests.
• Serve as backup administrative support as needed, assisting with office operations and ensuring a seamless client experience.

Required Qualifications

• Bachelor’s degree
• Willingness to obtain the Series 65 license within one year of employment.
• 0-2+ years financial planning, estate planning and/or tax planning/ preparation 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.

Compensation Range

$60,000-75,000

Why Cerity Partners

Our people drive our success by working together to deliver exceptional service to our clients. Below is a 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
• 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.