Wealth Client Services Associate

Cerity Partners Management LLC; Austin (TX); On-site; USD 60,000 - 75,000; 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 Client Service Associate to support clients and advisors by handling routine administrative tasks, account openings, paperwork processing, and meeting scheduling in a fast-paced environment. You will maintain CRM data accuracy, prepare basic reports, and learn about investment products under supervision to improve internal processes and client experience.

Growth mindset and commitment to professional development are encouraged.

Qualifications

• Bachelor’s degree plus 1–3+ years of experience.
• Willingness to obtain the Series 65 license within one year of employment.
• Strong communication, organizational and time management skills.
• Ability to work in a fast-paced, changing environment; adherence to compliance policies.

Responsibilities

• Frequent custodian interaction and paperwork processing.
• Process account openings and tasks with custodians.
• Schedule client meetings and prepare follow-up materials.
• Prepare client forms and financial reports in advance of client meetings.
• Develop knowledge of investment accounts, products and forms required to transact business.
• Maintain CRM data accuracy and assist with client communications.
• Organize advisory team meetings and events and provide backup administrative support.
• Receive client calls and resolve questions/issues; support onboarding and transfers.

Skills

Communication

Organization

Time management

Teamwork

Compliance awareness

Education

Bachelor's degree

Tools

CRM software

Job description

Cerity Partners is seeking a Client Service Associate to support clients and advisors by handling routine administrative tasks, account openings, paperwork processing, and meeting scheduling in a fast-paced environment. You will maintain CRM data accuracy, prepare basic reports, and learn about investment products under supervision to improve internal processes and client experience.

Growth mindset and commitment to professional development are encouraged.