UHNW Client Services & Personal Finance Specialist

Cerity Partners; City of Albany (NY); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Flexible PTO

Parental Leave

Education assistance

Community involvement

Commuter benefits

Job summary

Cerity Partners is seeking a Client Service Associate to provide high-touch accounting, executive administrative support, and investment operations for ultra-high-net-worth clients. The role blends QuickBooks-based bookkeeping with executive-level client service, and close collaboration with wealth management teams.

Ideal candidates will have strong organizational, communication, and time-management skills, plus experience with QuickBooks, Salesforce, and custodial processes.

Qualifications

• 5+ years of bookkeeping or personal accounting experience, ideally supporting high net worth individuals or family offices.
• Prior experience as an executive assistant, personal assistant, or in a similar support role for a principal or high net worth individual.
• Discretion and sound judgment in handling sensitive personal and financial information.
• Organizational skills.
• Strong time management skills and ability to prioritize tasks to meet deadlines.
• A strong knowledge of QuickBooks, Excel, Word, Outlook and Salesforce is preferred.
• Familiarity with personal insurance policies and ability to liaise with brokers on coverage questions.
• Strong communication skills, both written and verbal.
• Poise and professionalism when managing time-sensitive requests.
• Ability to take ownership of work in an entrepreneurial team environment.
• Willingness to support Personal Accounting and Wealth Management teams in various tasks and projects.

Responsibilities

• Bill Pay & Personal Accounting: Organize and manage daily account payable invoices in QuickBooks; review vendor statements; coordinate payroll reports; monthly bank reconciliations; manage 1099s; prepare accounting reports; be the go-to for bill payment questions.
• Executive & Administrative Support: Daily client communications; act as Chief of Staff for ultra-high net worth clients; liaison with insurance brokers; coordinate calendars and travel; draft correspondence; manage confidential matters; coordinate with household staff and vendors.
• Investment & Custodial Support: Interact with custodians (primarily Fidelity); process openings, funding, deposits, and money movements; cash transfers and reporting; learn trading processes; manage client data; prepare client reports.
• Client Meeting & CRM Support: Prepare and follow up for client meetings; take notes and share summaries; maintain CRM (Salesforce); coordinate inter-department tasks; interact with high-net-worth clients.

Skills

Bookkeeping

Executive assistant

Discretion

Organizational skills

Time management

QuickBooks

Excel

Word

Outlook

Salesforce

Communication

Insurance liaison

Tools

Salesforce

QuickBooks

Excel

Word

Outlook

Job description

Cerity Partners is seeking a Client Service Associate to provide high-touch accounting, executive administrative support, and investment operations for ultra-high-net-worth clients. The role blends QuickBooks-based bookkeeping with executive-level client service, and close collaboration with wealth management teams.

Ideal candidates will have strong organizational, communication, and time-management skills, plus experience with QuickBooks, Salesforce, and custodial processes.