Wealth Management Associate
3 weeks ago
Cerity Partners is seeking a highly motivated and detail-oriented Wealth Management Associate to join our team. As a Wealth Management Associate, you will play a critical role in supporting our client-facing team with various activities, including onboarding new clients, managing account openings and maintenance paperwork, and providing exceptional client service.
Key Responsibilities- Client Onboarding: Assist Wealth Management advisors with onboarding new clients, including customizing contracts, obtaining necessary forms, and coordinating submissions with custodians.
- Account Management: Serve as a liaison between advisors and custodians, managing account openings and maintenance paperwork.
- Client Support: Support advisors by organizing and preparing meeting and marketing materials, quarterly reporting, and other client mailings.
- File Management: Organize and maintain client files and key custodian documents.
- Practice Management: Provide assistance with data gathering, tracking, and reporting.
- Client Interaction: Proactively interact with clients to create a spectacular client experience.
- Transaction Management: Assist with timely completion and submission of client-related transaction requests.
- Reporting: Manage and administer the quarterly client reporting process.
- CRM Management: Organize and maintain the CRM system (Salesforce), reporting, and filing systems.
- Financial Planning: Analyze clients' current financial health, help set short- and long-term financial goals, and design a realistic plan of action.
- Plan Delivery: Prepare and deliver financial plans using e-Money and other tools.
- Company Advocacy: Enthusiastically advocate the values, ethics, and unique approach our company takes to personal finance and financial planning.
- Education: Bachelor's degree required.
- Experience: 0-2 years of experience in financial services preferred, but not required.
- Skills: Team player with a strong affinity for financial services, exceptional communication, organization, and prioritization skills.
- Technology: Proficiency in technology/applications, with experience in Addepar, eMoney, Salesforce, and Excel preferred.
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.
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