Wealth Client Services Specialist

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

Cerit y Partners is seeking a Client Service Associate to support Wealth Advisors and Partners with operations for 100–150 clients. You will act as the liaison between clients and custodians, handling transactions, account setup, asset transfers, and reporting.

Ideal candidates have 2–3 years in financial services, a BS/BA, and familiarity with custodians, CRM, and MS Office. Series 65 is preferred and on-site work in a dynamic wealth management environment is offered with strong benefits.

Qualifications

• 2-3 years of experience in the Financial Services industry.
• BS/BA degree from an accredited college or university or equivalent experience required.
• Series 65 preferred / required within first year of employment.

Responsibilities

• Execute all daily client transactions and activity.
• Interface with custodians and other professionals to complete client transactions and facilitate processes.
• Coordinate setup and ongoing maintenance of client accounts at the custodians.
• Initiate and follow through with asset transfers.
• Coordinate cashiering needs such as wires, checks, EFTs, etc.
• Compile and complete necessary client and custodian paperwork.
• Troubleshoot and resolve client issues and escalate when needed.
• Prepare investment portfolio reviews and monthly/quarterly client reports.
• Trade client accounts when appropriate.
• Communicate with clients and other parties to provide superior service.
• Record all client contact and activity in the CRM system.
• Provide support to client service teams and back up colleagues.

Skills

MS Office

Interpersonal Communications

Detail Orientation

Time Management

Analytical Skills

Customer Focus

Organizing Skills

Team Orientation

Education

BS/BA degree

Tools

Salesforce

Black Diamond

Orion

Job description

Cerit y Partners is seeking a Client Service Associate to support Wealth Advisors and Partners with operations for 100–150 clients. You will act as the liaison between clients and custodians, handling transactions, account setup, asset transfers, and reporting.

Ideal candidates have 2–3 years in financial services, a BS/BA, and familiarity with custodians, CRM, and MS Office. Series 65 is preferred and on-site work in a dynamic wealth management environment is offered with strong benefits.