Wealth Management Client Services Associate – Training

Cerity Partners; Austin (TX); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Flexible PTO

Parental Leave

Educational assistance

Commuter benefits

Job summary

Cerity Partners in Austin is seeking a Client Service Associate to support clients and advisors with routine administrative tasks, account openings, scheduling meetings, and preparing basic reports in our Austin office. You will ensure CRM data accuracy and help with client follow-up and meeting preparations, under supervision.

You'll learn about investment products and improve internal processes. The role requires a Bachelor’s degree, 0–2+ years in financial planning, and a commitment to

Qualifications

• Bachelor’s degree required.
• Willingness to obtain the Series 65 license within one year of employment.
• 0-2+ years financial planning, estate planning and/or tax planning/preparation experience.

Responsibilities

• Frequent custodian interaction and paperwork processing.
• Process account openings and tasks with Custodians.
• Schedule client meetings and prepare basic reports for meetings.
• Maintain CRM data accuracy and support client follow-up.
• Organize advisory team meetings and events; assist with office operations.

Skills

Communication

Organizational skills

Time management

Teamwork

Adaptability

Compliance

Education

Bachelor's degree

Job description

Cerity Partners in Austin is seeking a Client Service Associate to support clients and advisors with routine administrative tasks, account openings, scheduling meetings, and preparing basic reports in our Austin office. You will ensure CRM data accuracy and help with client follow-up and meeting preparations, under supervision.

You'll learn about investment products and improve internal processes. The role requires a Bachelor’s degree, 0–2+ years in financial planning, and a commitment to