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About the Role
The Client Service Associate supports clients and advisors by executing administrative tasks and handling client requests, ensuring CRM data accuracy, and assisting with client follow-up and meeting preparations. This role involves learning about investment products and improving internal processes.
Responsibilities
- Frequent custodian interaction & paperwork processing.
- Process account openings and process tasks with Custodians.
- Schedule client meetings.
- Basic preparation and follow-up for client meetings.
- Prepare client forms and financial reports in advance of client meetings.
- Develop knowledge of investment accounts, products and the forms required to transact business.
- Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.
- Ongoing maintenance and quality control of CRM.
- Organize advisory team meetings and events.
- Receive client calls and resolve questions/issues as needed.
- Execute client appreciation and retention activities.
- Prepare and process custodian forms to support client account maintenance, transfers, and other account-related requests.
- Serve as backup administrative support as needed, assisting with office operations and ensuring a seamless client experience.
Requirements
- Bachelor’s degree
- 1-3+ years of experience
- Willingness to obtain the Series 65 license within one year of employment.
- Adherence to all compliance policies & procedures.
- Demonstrate the Cerity Partners culture.
- Prolonged periods sitting at a desk and working on a computer
- Applicants must be authorized to work for any employer in the U.S.
Skills
- Excellent organizational skills
- Attention to detail
- Friendly and professional client service
- Growth mindset
- Receptive to feedback
- Commitment to continuous learning
- Commitment to professional development
- Strong and effective communication skills
- Time management skills
- Ability to work in a team based/collaborative environment
- Ability to accept and thrive in a fast-paced, changing environment
Experience Level
- 1-3+ years of experience
Education Level
- Bachelor’s degree
Salary/Compensations
- $60,000 – $75,000
Benefits
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
About the Company
- Our people drive our success by working together to deliver exceptional service to our clients.
- Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.
- Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.
Equal Opportunity
- 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.
- For those needing accommodations, please reach out to careers@ceritypartners.com.