Client Service Associate Representative
6 days ago
Job Overview
Cerity Partners is a leading national registered wealth management and institutional consulting firm. We are seeking an experienced Client Service Associate to support our high-net-worth clients and their families, businesses, and nonprofit organizations.
Responsibilities
- Frequent interaction with custodians for account openings, funding, deposit electronic checks, money movements, and task processing.
- Schedule client meetings and prepare basic 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.
- Assist with internal coordination across departments to ensure timely completion of tasks and follow-ups.
- Responsible for cash transfers, wires, data maintenance, reporting, and trading as needed.
- Maintain and quality control CRM data.
- Organize advisory team meetings and events.
- Receive client calls and resolve questions/issues as needed.
- Execute client appreciation and retention activities.
Requirements
- Bachelor's degree and 0-2+ years of experience in financial services.
- Demonstrate strong communication, organizational, and time management skills.
- Able to work in a team-based/collaborative environment.
- Adhere to all compliance policies and procedures.
- Demonstrate the Cerity Partners culture.
Compensation
$60,000 per year.
About Us
Cerity Partners is committed to delivering objective financial advice and oversight to our clients. Our mission is to positively impact the financial well-being of our clients. We value collaboration, exceptional communication, and prioritization skills.
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