Client Service Associate

21 hours ago

Cleveland, Ohio, United States Cerity Partners Full time

{"h1": "Client Service Associate", "p": "At Cerity Partners, we're seeking a highly skilled Client Service Associate to join our Wealth Management team in Cleveland. As a key member of our team, you'll play a vital role in supporting our client-facing team with various activities, including client onboarding, paperwork preparation, and relationship development with custodians. If you're a detail-oriented individual with strong communication skills and a passion for delivering exceptional client experiences, we'd love to hear from you.", "ul": [{"li": "Coordinate client onboarding, including client agreements, account opening, and transfers"}, {"li": "Prepare custodian and firm paperwork for client signature"}, {"li": "Develop working relationships with custodians to achieve our operational goals"}, {"li": "Manage and administer the quarterly client reporting process"}, {"li": "Manage and update client information, as needed, in our CRM system (Salesforce)"}, {"li": "Support advisors and associate advisors by organizing and preparing needed meeting and marketing materials"}, {"li": "Proactively interact with clients and assist in creating a spectacular client experience"}], "h2": "Ideal Candidate Profile", "ul": [{"li": "Team player who welcomes feedback with the goal of continuous improvement"}, {"li": "Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills"}, {"li": "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"}, {"li": "Proficiency in technology/applications a must"}, {"li": "0-5 years experience in financial services preferred."}, {"li": "Bachelor's degree preferred but not required"}], "h2": "Company Overview", "p": "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."}

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