Client Service Representative

7 hours ago


Mill Valley, California, United States Cerity Partners Full time
Job Summary

Cerity Partners is seeking a highly skilled Client Service Associate to join our team in Mill Valley, CA. As a Client Service Associate, you will play a critical role in delivering exceptional client experiences, working collaboratively with colleagues to provide outstanding service, and supporting the Advisors and their clients.

Key Responsibilities
  • Answer client phone calls and transfer to appropriate colleagues as necessary
  • Acknowledge and respond to client inquiries and requests same day
  • Perform daily operations, general client service, and support for the Advisors and their clients
  • Prepare custodian and firm paperwork for client signature
  • Coordinate with colleagues and firm resources to deliver consistently outstanding client service
  • Assist with preparation of quarterly client reports
  • Develop working relationships with custodians to achieve operational goals
  • Keep Salesforce records up to date quickly and accurately
  • Prepare materials for Advisor meetings with clients and necessary meeting follow-up
Ideal Candidate Profile

We are looking for a highly motivated and detail-oriented individual with strong MS Office skills, excellent communication skills, and the ability to thrive in a fast-paced environment. The ideal candidate will have 0-3 years of experience in client service, operational, administrative, or executive assistant roles in financial services.

About Cerity Partners

Cerity Partners is a leading national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses, and nonprofit organizations. Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. 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.



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