Wealth Management: Client Accounting Associate

ceritypartners; Cleveland (OH); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health, dental, and vision insurance (

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance for designations

Commuter benefits

Job summary

Cerity Partners is seeking a Client Accounting Associate to support the Wealth Management segment in Cleveland, OH. You will handle administrative duties, bank accounts, bill-pay, vendor files and client reporting, while ensuring IRS-compliant document management.

Ideal candidates have 3+ years of related experience, strong communication, and attention to detail, with proficiency in accounting software and a proactive, collaborative mindset.

Qualifications

• Regular interaction with third party advisors and vendors.
• Strong verbal and written communication skills, professional presentation, and organizational skills.
• Strong attention to detail, exceptional problem-solving skills, and an ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision.

Responsibilities

• Perform administrative and operational duties, such as opening client bank accounts, transferring funds, invoicing, updating client and account information, bill pay, receipt organization and filing, bank account review and reconciliation
• Act as administrator for accounting/bill pay software including account set up, vendor files, and statements
• Maintain and improve accounts payable filing systems
• Client specific reporting needs, which could include: tax documents, quarterly invoices, prize money records, compensation reports, payroll and others
• Develop written procedures on all aspects of this position, while always working to improve efficiency and minimize errors
• Document management for all bill-pay and wealth planning clients in accordance with IRS requirements
• Support other associates and provide telephone support

Skills

Communication skills

Detail oriented

Problem solving

Prioritization

Team player

Accounting software

Bill-pay software

Tools

Accounting software

Bill-pay software

Job description

Cerity Partners is seeking a Client Accounting Associate to support the Wealth Management segment in Cleveland, OH. You will handle administrative duties, bank accounts, bill-pay, vendor files and client reporting, while ensuring IRS-compliant document management.

Ideal candidates have 3+ years of related experience, strong communication, and attention to detail, with proficiency in accounting software and a proactive, collaborative mindset.