UHNW Client Services & Operations Specialist

ceritypartners; New York (NY); On-site; USD 67,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Flexible PTO

Parental Leave

Professional development support

Commuter benefits

Job summary

Cerity Partners is seeking a driven Client Service Associate for our Family Office team in New York. You will partner with Advisors and specialists to deliver UHNW family office services, handling client requests, calendars, travel, and meeting materials with meticulous attention to detail.

The role emphasizes client service, cross-functional collaboration, and process optimization in a fast-paced environment. 1–3 years in wealth management and a Bachelor's degree are preferred.

Qualifications

• 1-3 years of experience in wealth management a plus
• Bachelor's degree required
• Strong knowledge of Microsoft Office; Excel experience a plus
• Experience with CRM platforms (Salesforce preferred)
• Easily picks up new technologies and systems
• Demonstrates confidentiality and exceptional client service

Responsibilities

• Provide exceptional client service and foster trusted client relationships
• Track and organize client requests, meet deliverables and deadlines
• Handle general administrative support and back up the Administrative Assistant
• Serve as primary contact for external and internal team members
• Maintain calendars, schedule meetings, and book travel as needed
• Assist in preparing client meeting materials and follow through on actions
• Coordinate with clients' external advisors to organize documents
• Manage the firm's CRM and support new processes and tech solutions

Skills

Client service

Communication

Organizational skills

Time management

Teamwork

Adaptability

CRM familiarity

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Excel

Job description

Cerity Partners is seeking a driven Client Service Associate for our Family Office team in New York. You will partner with Advisors and specialists to deliver UHNW family office services, handling client requests, calendars, travel, and meeting materials with meticulous attention to detail.

The role emphasizes client service, cross-functional collaboration, and process optimization in a fast-paced environment. 1–3 years in wealth management and a Bachelor's degree are preferred.