Client Service Associate

2 days ago

Reston, Virginia, United States Cerity Partners Full time

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling advisor requests. Responsibilities include oversight of custodian operations, including assisting with account openings, processing paperwork, and working closely with advisors to facilitate seamless client service. The Associate ensures CRM and Portfolio Management System data accuracy and reporting and overall operational efficiency. This position requires excellent organizational skills, attention to detail, a strong grasp of technology platforms, and the ability to understand operational objectives and the tasks required to achieve them.

Primary Responsibilities:

  • Frequent custodian interaction & paperwork processing.
    • Process account openings, prepare client forms, facilitate account funding, deposit electronic checks, execute money movements, and process tasks with Custodians.
    • Custodian Paperwork/Docusign envelopes, Alerts, and new account setup in various systems (including Orion)
    • Develop knowledge of investment accounts, products and the forms required to transact business.
  • Responsible for data maintenance, reporting, and process improvement initiatives.
  • Ongoing maintenance and quality control of CRM (Salesforce) and Portfolio Management System (Orion).
  • Resolve questions/issues as needed.
  • Managing year-end RMD process.
  • Other duties as assigned

Required Credentials:

  • Bachelor's degree in financial planning or related field preferred.

Skills & Competencies:

  • Demonstrate strong and effective communication, organizational and time management skills.
  • Working knowledge of Schwab, Fidelity, Orion, and Salesforce preferred. Advanced excel skills required.
  • Ability to work in a team based/collaborative environment.
  • Must accept and thrive in a fast-paced, changing environment.
  • Adherence to all compliance policies & procedures.
  • Demonstrate the Cerity Partners culture.

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to Applicants must be authorized to work for any employer in the U.S.

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