Wealth Client Services Associate — Training & Growth

Cerity Partners; Austin (TX); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health, dental, and vision insurance –

401(k) savings with 4% match

Flexible PTO

Parental Leave

Educational assistance

Community involvement

Commuter benefits

Job summary

Cerity Partners is seeking a Client Service Associate to support clients and advisors by executing routine administrative tasks, processing paperwork, scheduling meetings, and preparing basic reports. The role emphasizes CRM data accuracy and professional client service in Austin, TX.

Training and Series 65 pursuit are included, with a focus on learning investment products and internal process improvements.

Qualifications

• Bachelor’s degree required.
• Willingness to obtain the Series 65 within one year of employment.
• 0–2+ years financial planning, estate planning and/or tax planning/preparation experience.

Responsibilities

• Frequent custodian interaction & paperwork processing.
• Process account openings and tasks with Custodians.
• Schedule client meetings and prepare basic client reports.
• Develop knowledge of investment accounts, products and required forms.
• Assist with internal coordination to ensure timely task completion.
• Maintain CRM data accuracy and support meeting preparations.

Skills

Communication

Organization

Time management

Teamwork

Adaptability

Compliance

Education

Bachelor’s degree

Job description

Cerity Partners is seeking a Client Service Associate to support clients and advisors by executing routine administrative tasks, processing paperwork, scheduling meetings, and preparing basic reports. The role emphasizes CRM data accuracy and professional client service in Austin, TX.

Training and Series 65 pursuit are included, with a focus on learning investment products and internal process improvements.