Wealth Management Client Services Associate

Cerity Partners; New York (NY); On-site; USD 67,000 - 75,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) with match

Flexible PTO

Parental Leave

Educational assistance

Community involvement

Commuter benefits

Job summary

Cerity Partners is seeking a Client Service Associate for our Family Office in New York. You will partner with Advisors and specialists to deliver UHNW family office services, thriving in a fast-paced environment with strong communication and attention to detail.

You will support client and team activities, manage calendars and travel, and assist with tax and planning projects. The role emphasizes CRM data integrity, process improvement, and professional client interactions.

Qualifications

• 1–3 years of experience; wealth management a plus
• Bachelor’s degree required
• Strong Microsoft Office skills; Excel experience a plus
• Experience with CRM platforms (Salesforce preferred)
• Easily learns new technologies and systems

Responsibilities

• Provide exceptional service and foster trusted client relationships
• Diligently track and organize client requests; meet deadlines
• Handle general administrative support (mailings, scanning, etc.)
• Backup to the office Administrative Assistant
• Maintain and update calendars; book travel and meetings
• Answer and screen phone calls professionally
• Collaborate on tasks and long‑term initiatives
• Prepare client meeting materials and ensure follow‑up items
• Coordinate with clients’ external advisors to organize documents
• Manage CRM data and support new processes and technology solutions

Skills

Communication

Attention to detail

Teamwork

Time management

Learning agility

Discretion/Confidentiality

Client service

Microsoft Office

CRM familiarity

Education

Bachelor’s degree

Tools

Microsoft Office

Excel

Salesforce (CRM)

Job description

Cerity Partners is seeking a Client Service Associate for our Family Office in New York. You will partner with Advisors and specialists to deliver UHNW family office services, thriving in a fast-paced environment with strong communication and attention to detail.

You will support client and team activities, manage calendars and travel, and assist with tax and planning projects. The role emphasizes CRM data integrity, process improvement, and professional client interactions.