Wealth Management Client Services Associate

Cerity Partners Management LLC; United States; On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health insurance from day 1

401(k) matching plan

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Client Service Associate in the United States to support clients and advisors by handling administrative tasks, account openings, paperwork, and meeting scheduling. The role emphasizes CRM data accuracy, client follow-ups, and preparing reports while learning about investment products under supervision.

Candidates should have a Bachelor's degree and 2+ years of experience, strong communication and organizational skills, and the ability to work in a fast-paced,

Qualifications

• Bachelor’s degree required; 2+ years of experience preferred.
• Strong communication, organization, and time management skills.
• Ability to work collaboratively in a fast-paced environment; adherence to policies.

Responsibilities

• Process account openings, funding, deposits, wires, and paperwork with custodians.
• Schedule client meetings and prepare materials and reports for meetings.
• Maintain CRM data accuracy and timely client follow-ups.

Skills

Communication

Organizational skills

Time management

Team collaboration

Compliance awareness

Education

Bachelor’s degree

Tools

CRM system

Job description

Cerity Partners is seeking a Client Service Associate in the United States to support clients and advisors by handling administrative tasks, account openings, paperwork, and meeting scheduling. The role emphasizes CRM data accuracy, client follow-ups, and preparing reports while learning about investment products under supervision.

Candidates should have a Bachelor's degree and 2+ years of experience, strong communication and organizational skills, and the ability to work in a fast-paced,