Client Service Associate

4 weeks ago

Austin, Texas, United States Cerity Partners Full time
Job Details

Level
Experienced

Job Location
Austin Office - Austin, TX

Position Type
Full Time

Education Level
4 Year Degree

Salary Range
$70,000.00 - $90,000.00 Salary

Job Category
Customer Service

Cerity Partners OCIO seeks a talented candidate for a Client Service Associate role. This individual will work closely with the OCIO team to support endowment and foundation clients and senior members of the Client Service team. The role includes generating materials for client meetings, responding to client requests, and maintaining an active dialogue to meet all client needs.



Essential Duties and Responsibilities:
  • Create and maintain customized, high-quality PowerPoint presentation materials for quarterly client board meetings.
  • Assist in gathering responses to a broad range of client requests in a timely manner, coordinating efforts across other internal departments as needed (e.g., investment team, operations, compliance, legal, and risk).
  • Manage the monthly distribution of client reports and the creation/distribution of other routine client reporting items.
  • Manage the quarterly client meeting calendar.
  • Track capital activity and generate routine capital activity reports.
  • Maintain the Client Relationship Management (CRM) database and the investor portal.
  • Gather and analyze data; display results in a format presentable to senior team members as well as clients.
  • Assist in the development of internal models and processes to respond to routine client inquiries.
  • Assist in identifying and implementing process improvements for client service efforts.
  • Work to develop strong product, strategy and industry knowledge.

Professional Experience and Qualifications:
  • 1-3 years of work experience in financial services.
  • Bachelor's degree required with strong academic credentials.
  • Extensive experience working with Excel, PowerPoint, and Word. Bloomberg or CRM experience is a plus.
  • Understanding of advanced investment concepts and asset classes, including equities, fixed income, hedge funds, real assets and private capital.
  • Strong oral and written communication skills. Ability to clearly communicate information to a sophisticated, institutional client base.
  • Poise and professionalism to interact with senior members of investment team, clients and investors.
  • Strong work ethic and eagerness to learn in a highly intellectual, fast-paced environment.
  • Ability to work independently as well as within a team; self-starter.
  • Strong organizational skills and exceptional attention to detail; work product is accurate and completed on a timely basis.
  • Ability to multitask and work on several projects at once.
  • Positive attitude.

About the Firm:

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. 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 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 working with individuals who:

  • Understand the need to provide a world-class customer experience
  • Value the collaboration of insightful, experienced colleagues to deliver our services
  • Demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills

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