Senior Client Service & Advisory Coordinator

Cerity Partners; West Conshohocken (PA); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a senior financial professional in West Conshohocken, PA, for a role focusing on client onboarding, account processing, and ongoing client service. The position supports advisory teams with meeting preparation, reporting, and regulatory compliance.

Responsibilities include coordinating cross-team initiatives, handling cash movements and wires, and maintaining CRM data accuracy. The ideal candidate has 5+ years of experience, a Bachelor’s degree, and relevant licenses,

Qualifications

• Must have a Bachelor’s degree and 5+ years of experience.
• Preferred Series 65 licensing and CFP certification.
• Strong communication, organization and time management skills.
• Experience with investment products, accounts, and regulatory forms.
• Ability to work in a fast-paced, collaborative environment and adhere to compliance policies.

Responsibilities

• Process account openings, funding, deposits, 401(k) rollovers, and transfers.
• Maintain understanding of investment offerings to support portfolio discussions.
• Schedule and coordinate client and advisory team meetings.
• Lead internal coordination across departments to ensure timely client task completion.
• Prepare client forms and financial reports for meetings and send summaries to clients and teams.
• Provide ongoing CRM maintenance and support for client relations.

Skills

Communication skills

Organizational skills

Time management

Team collaboration

Adaptability

Compliance knowledge

Education

Bachelor's degree

Series 65 licensing

CFP certification

Job description

Cerity Partners is seeking a senior financial professional in West Conshohocken, PA, for a role focusing on client onboarding, account processing, and ongoing client service. The position supports advisory teams with meeting preparation, reporting, and regulatory compliance.

Responsibilities include coordinating cross-team initiatives, handling cash movements and wires, and maintaining CRM data accuracy. The ideal candidate has 5+ years of experience, a Bachelor’s degree, and relevant licenses,