Wealth Management Support Specialist
6 days ago
Job Summary
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. We seek a detail-oriented Client Service Associate to support our clients and advisors by executing routine administrative tasks and handling client requests.
Key Responsibilities
- Process account openings, funding, deposit electronic checks, money movements, and task processing with custodians.
- Schedule client meetings and prepare client forms and financial reports in advance.
- Attend meetings to take notes and send summaries to clients and the advisory team.
- Develop knowledge of investment accounts, products, and forms required for transactions.
- Coordinate with internal departments to ensure timely completion of tasks and follow-ups.
Requirements
- Bachelor's degree and 0-2+ years of experience in financial services.
- Demonstrate excellent organizational, communication, and time management skills.
- Able to work in a fast-paced, changing environment.
- Comply with all compliance policies and procedures.
Benefits
Competitive salary: $60,000 per year, comprehensive health insurance, flexible paid time off, and education reimbursement up to $10,000 per year.
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