Wealth Management Client Accounting Specialist

Cerity Partners; Cleveland, Northern (OH, KY); Hybrid; USD 50,000 - 60,000; 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 in Cleveland, OH is seeking a Client Service Associate to support our Wealth Management practice. You\'ll handle administrative and accounting tasks, bill pay, account updates, invoicing, and reporting for individuals and families.

This role emphasizes documentation, procedures, and collaboration with third-party advisors. Candidates should have at least three years of related experience, strong communication, and meticulous attention to detail.

Qualifications

• Minimum of 3 years related work experience.
• Strong verbal and written communication skills.
• Excellent organizational and detail-oriented work habits.

Responsibilities

• Support Wealth Management team with administrative tasks (open client accounts, fund transfers, invoicing).
• Process bill pay, maintain accounting/files, and assist with reporting needs.
• Document and improve procedures to increase efficiency and reduce errors.
• Provide telephone support and collaborate with third-party advisors and vendors.

Skills

Verbal communication

Written communication

Organizational skills

Attention to detail

Problem solving

Customer service

Tools

Accounting software

Job description

Cerity Partners in Cleveland, OH is seeking a Client Service Associate to support our Wealth Management practice. You\'ll handle administrative and accounting tasks, bill pay, account updates, invoicing, and reporting for individuals and families.

This role emphasizes documentation, procedures, and collaboration with third-party advisors. Candidates should have at least three years of related experience, strong communication, and meticulous attention to detail.