RPA - Client Operations Associate

2 days ago

Chicago, United States Cerity Partners Full time
Job Details

Job Location
Chicago Office - Chicago, IL

Position Type
Part Time

Education Level
Not Specified

Salary Range
$30.00 - $35.00 Hourly

Job Category
Admin - Clerical

The Client Operations Associate will be a key member of the team providing administrative and operational support to our sales and client services team. The Associate will support day-to-day operational efficiency by maintaining client data through Salesforce CRM, preparing quarterly and on-going reporting for the advisor team, and establishing or improving ongoing processes for business development and client servicing. This role is Part-Time with an expectation of 20-30 hours per week.

Primary Responsibilities

As an Associate your responsibilities would include the following activities to support the advisor team:
  • Support the advisors leads and opportunities pipeline through Salesforce
  • Onboarding the advisors' clients by assisting with proper setup of client files and documentation
  • Preparing quarterly agendas, investment reports for distribution to clients
  • Using the Salesforce CRM system proactively, to help the team maintain regular client contact and balance workload across multiple clients
  • Maintaining client data in Salesforce and following designated workflows and compliance procedures
  • Coordinating for the advisors their client meetings including materials, agendas, meeting minutes and post-meeting action items
  • Implementing and monitoring investment change processes under advisors' supervision
  • Other duties as assigned
Ideal Candidate Profile:
  • Bachelor's degree in finance or business-related field preferred
  • Experience working within the securities industry preferably within retirement plan practice preferred
  • Experience working with Salesforce
  • Proactive communicator who can adjust message and style to the needs of our clients
  • Strong disciplined skills driving follow-up with Client Advisors and clients
  • Strong attention to detail with excellent organizational skills -Extremely reliable, proactive, and self-motivated
Company Overview:

Cerity Partners is a leading, national financial services firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our Retirement Plan Advisory practice services businesses to help install and manage corporate retirement plans as a benefit to employees. We view our team as an extension of our clients' benefits staff to implement a comprehensive fiduciary protection process ensuring they understand and fulfill their responsibilities. Education is a core tenet of our services for both our plan sponsors as well as all their employees through our comprehensive Financial Wellness Coaching Program, which provides financial advocates to support employees in making healthier financial decisions for themselves and their families.

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 customer 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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