Investment Client Services 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

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.