Client Service Associate

Position Summary:  

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves department tasks including but not limited to helping to improve internal processes under supervision.

Primary Responsibilities 

• Frequent custodian interaction & paperwork processing.
  • Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians (primarily Fidelity)
• Assist with ongoing client data management including tax, investment and other relevant information.
• Basic preparation and follow-up for client meetings.
  • Prepare client forms and financial reports in advance of client meetings.
  • Attend meetings to take notes and send a summary to both the client and the advisory team.
• Develop knowledge of investment accounts, products and the forms required to transact business.
• Assist with internal coordination across departments to ensure tasks/ follow up are completed in a timely manner.
• Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
• Ongoing maintenance and quality control of CRM (Salesforce).
• Receive client calls and resolve questions/issues as needed.
• Learn how to trade client accounts (e.g. buy and sell securities)
• Client specific report needs (tax documents, quarterly investment reports, etc.)
• Regular interaction with third parties and high net worth clients

Required Qualifications: 

• Bachelor’s degree
• 0-5+ years of experience

Skills & Competencies:

• Demonstrate strong and effective communication, organizational and time management skills.
• Drive to learn
• Detail oriented
• Ability to work in a team based/collaborative environment.
• Must accept and thrive in a fast-paced, changing environment.
• Adherence to all compliance policies & procedures.
• Demonstrate the Cerity Partners culture.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Compensation Range:

$65,000 - $75,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.