Client Services & Financial Ops Associate

Cerity Partners; Mill Valley (CA); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Commuter benefits

Job summary

Cerity Partners in Mill Valley, CA, seeks a Client Service Associate to support clients and advisors by handling account openings, paperwork, and meeting preparation. You will ensure CRM data accuracy while learning investment products and improving processes under supervision.

Key responsibilities include processing custodian paperwork, scheduling client meetings, preparing reports, and coordinating across departments to ensure timely follow-up with clients.

Qualifications

• Bachelor’s degree required.
• 2+ years of experience preferred.
• Strong communication and organizational skills.
• Ability to thrive in a fast-paced environment and adapt to change.

Responsibilities

• Process account openings and paperwork with custodians.
• Schedule client meetings and prepare follow-up materials.
• Maintain CRM data accuracy and generate reports.
• Assist with transfers, wires, and cash movements as needed.
• Coordinate across departments to ensure timely follow-up and task completion.
• Provide friendly, professional client service and respond to client inquiries.

Skills

Communication

Organization

Time management

Teamwork

Adaptability

Compliance

Education

Bachelor’s degree

Job description

Cerity Partners in Mill Valley, CA, seeks a Client Service Associate to support clients and advisors by handling account openings, paperwork, and meeting preparation. You will ensure CRM data accuracy while learning investment products and improving processes under supervision.

Key responsibilities include processing custodian paperwork, scheduling client meetings, preparing reports, and coordinating across departments to ensure timely follow-up with clients.