Wealth Management Client Services Specialist

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

Benefits offered by this job

Health, dental, vision insurance

401(k) with match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Client Service Associate for our Family Office in New York. You will support Advisors and specialists to deliver UHNW family office services, thrive in a fast-paced environment, and ensure accurate, timely client deliverables.

You will coordinate with internal teams, manage CRM data, and assist with tax and planning projects, while embracing new processes and technology solutions. Strong communication and organizational skills are essential.

Qualifications

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

Responsibilities

• Provide exceptional service and build trusted client relationships.
• Track and organize client requests to meet deliverables and deadlines.
• Handle administrative support tasks (mailings, scanning, etc.).
• Back up the office Administrative Assistant when needed.
• Serve as primary point of contact for external and internal teams.
• Maintain calendars, schedule meetings, and book travel.
• Answer, screen, and redirect phone calls professionally.
• Collaborate on daily account management and longer-term projects.
• Prepare client meeting materials and ensure action items are followed up.
• Coordinate with external advisors to organize documents.

Skills

Client service

Communication

Attention to detail

Team collaboration

Time management

Education

Bachelor’s degree

Tools

Microsoft Office

Excel

Salesforce

Job description

Cerity Partners is seeking a Client Service Associate for our Family Office in New York. You will support Advisors and specialists to deliver UHNW family office services, thrive in a fast-paced environment, and ensure accurate, timely client deliverables.

You will coordinate with internal teams, manage CRM data, and assist with tax and planning projects, while embracing new processes and technology solutions. Strong communication and organizational skills are essential.