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Client Service Associate

2 months ago

Cleveland, United States Cerity Partners Full time
Job Details

Level
Entry

Job Location
Cleveland Office - Cleveland, OH

Position Type
Full Time

Education Level
4-year degree or above

Job Category
Finance

Do you want to impact the financial lives of people for the better? Do you aspire to a career in wealth management, providing holistic advice including tax, planning and investment services? Would you value working for a collaborative team that puts clients first? If yes, we believe you would be an outstanding fit as a Client Service Associateon our Wealth Management team.

As an Associatesupporting our Cleveland office your responsibilities would include supporting a client-facing team with the following activities:
  • Coordinate client onboarding, including client agreements, account opening, and transfers
  • Prepare custodian and firm paperwork for client signature
  • Develop working relationships with custodians to achieve our operational goals
  • Manage and administer the quarterly client reporting process
  • Manage and update client information, as needed, in our CRM system (Salesforce)
  • Support advisors and associate advisors by organizing and preparing needed meeting and marketing materials
  • Proactively interact with clients and assist in creating a spectacular client experience
Ideal Candidate Profile:
  • Team player who welcomes feedback with the goal of continuous improvement
  • Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills
  • Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time
  • Proficiency in technology/applications a must
  • 0-5 years experience in financial services preferred.
  • Bachelor's degree preferred but not required
Company Overview:

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. With no financial products to sell, our in-house experts of retirement advisors, attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
  • You understand the need to provide a world-class client experience
  • You value the collaboration of insightful, experienced colleagues to deliver our services
  • You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills


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