Wealth Client Services Associate - Portfolio & Ops

Cerity Partners; San Francisco (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) savings with 4% match

Flexible PTO

Parental Leave

Education support for designations

Community involvement

Commuter benefits

Job summary

Cerity Partners in San Francisco is seeking a Client Service Associate to support Wealth Advisors and Partners, handling 100–150 clients and serving as the liaison with custodians. The role emphasizes operational excellence and client communications.

Responsibilities include processing transactions, account setup, asset transfers, and routine reporting, while maintaining accuracy in CRM and collaborating with the service team.

Qualifications

• 2-3 years of experience in the Financial Services industry, preferably with a broker-dealer, a mutual fund company, or a registered investment advisor.
• BS/BA degree from an accredited college or university or equivalent experience required.
• Series 65 preferred / required within first year of employment.
• Schwab Institutional, Fidelity Investments, Black Diamond, Orion, and/or Salesforce

Responsibilities

• Execute daily client transactions and interface with custodians for client activity.
• Coordinate setup and maintenance of client accounts at custodians.
• Initiate and follow through with asset transfers.
• Coordinate cashiering needs (wires, checks, EFTs).
• Compile and complete client and custodian paperwork.
• Troubleshoot and resolve client issues; escalate as needed.
• Prepare annual/semi-annual portfolio reviews and monthly/quarterly reports.
• Trade client accounts when appropriate.
• Communicate with clients and other parties in writing and verbally to provide superior service.
• Record client activity in CRM and provide backup support to team.

Skills

MS Office

Interpersonal communications

Detail orientation

Time management

Analytical skills

Customer focus

Organizing skills

Team orientation

Education

BS/BA degree

Tools

Schwab Institutional

Fidelity Investments

Black Diamond

Orion

Salesforce

Job description

Cerity Partners in San Francisco is seeking a Client Service Associate to support Wealth Advisors and Partners, handling 100–150 clients and serving as the liaison with custodians. The role emphasizes operational excellence and client communications.

Responsibilities include processing transactions, account setup, asset transfers, and routine reporting, while maintaining accuracy in CRM and collaborating with the service team.