Wealth Management Client Support Specialist

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

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance for designations

Community involvement opportunities

Commuter benefits

Job summary

Cerity Partners invites a detail-oriented Client Service Associate to support clients and advisors by handling routine administrative tasks, account openings, scheduling meetings, and preparing basic reports.

You will ensure CRM data accuracy, assist with forms and custodian paperwork, and participate in Cerity Partners University training while pursuing the Series 65 license. This role emphasizes teamwork and compliance within wealth management.

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 & paperwork processing.
• Process account openings and tasks with Custodians.
• Schedule client meetings and provide follow-up preparation.
• Prepare client forms and financial reports prior to meetings.
• Develop knowledge of investment accounts, products, and required forms.
• Assist with internal coordination to ensure timely task completion.
• Maintain and QA CRM data quality.
• Organize advisory team meetings and events.
• Receive client calls and resolve questions/issues as needed.
• Execute client appreciation and retention activities.
• Prepare and process custodian forms for account maintenance and transfers.

Skills

Communication

Organizational skills

Time management

Teamwork

Adaptability

Compliance

Education

Bachelor’s degree

Tools

CRM

Job description

Cerity Partners invites a detail-oriented Client Service Associate to support clients and advisors by handling routine administrative tasks, account openings, scheduling meetings, and preparing basic reports.

You will ensure CRM data accuracy, assist with forms and custodian paperwork, and participate in Cerity Partners University training while pursuing the Series 65 license. This role emphasizes teamwork and compliance within wealth management.