Client Service & Onboarding Associate

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) 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. You will assist with account openings, process paperwork, schedule client meetings, and prepare basic reports while ensuring CRM data accuracy.

The role emphasizes excellent organization, attention to detail, and friendly, professional client service. You will learn about investment products and help improve internal processes under supervision.

Qualifications

• Bachelor’s degree required.
• 1-3 years of experience in client services or finance.
• Excellent communication, organization, and time management.
• Ability to work in a fast-paced, team-based environment.

Responsibilities

• Process account openings and funding requests with custodians.
• Schedule and prepare for client meetings, including summaries.
• Maintain CRM data accuracy and perform data maintenance.
• Assist with cash transfers, wires, and reporting as needed.
• Support advisory team coordination across departments.

Skills

Communication

Organization

Time management

Teamwork

Education

Bachelor’s degree

Job description

Cerity Partners in West Conshohocken, PA seeks a Client Service Associate to support clients and advisors by handling routine administrative tasks. You will assist with account openings, process paperwork, schedule client meetings, and prepare basic reports while ensuring CRM data accuracy.

The role emphasizes excellent organization, attention to detail, and friendly, professional client service. You will learn about investment products and help improve internal processes under supervision.