Senior Client Service Lead - Wealth & Advisory Ops

Cerity Partners Management LLC; Philadelphia (Philadelphia County); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Insurance

401(k) match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Senior Client Service Associate to provide high-level support to clients and advisors. You will manage complex client interactions, process account tasks, and resolve escalated issues while ensuring smooth openings, money movements, and paperwork processing.

With knowledge of investment products and regulations, you may provide basic advice after Series 65 licensing. Strong leadership, problem-solving and communication skills are essential for this role.

Qualifications

• Bachelor’s degree is required.
• 5+ years of experience in client service or wealth management.
• Series 65 licensing preferred.
• CFP certification preferred.

Responsibilities

• Handle complex client interactions and issues.
• Process account openings, funding, and transfers with custodians.
• Coordinate client meetings and prepare summaries.
• Maintain CRM data and perform quality control.

Skills

Communication

Organization

Teamwork

Compliance

Problem-solving

Education

Bachelor's degree

Tools

CRM

Job description

Cerity Partners is seeking a Senior Client Service Associate to provide high-level support to clients and advisors. You will manage complex client interactions, process account tasks, and resolve escalated issues while ensuring smooth openings, money movements, and paperwork processing.

With knowledge of investment products and regulations, you may provide basic advice after Series 65 licensing. Strong leadership, problem-solving and communication skills are essential for this role.