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About the Role
The Client Service Associate supports clients and advisors by executing administrative tasks and handling client requests, including account openings, paperwork processing, and meeting scheduling. This role requires strong organizational skills, attention to detail, and a commitment to professional client service. The Associate will also gain knowledge of investment products and assist in process improvement.
Responsibilities
- Frequent custodian interaction and paperwork processing.
- Process account openings and tasks with Custodians.
- Schedule client meetings.
- Prepare and follow up on client meetings.
- Prepare client forms and financial reports for client meetings.
- Develop knowledge of investment accounts, products, and required transaction forms.
- Assist with internal coordination across departments for timely task completion.
- Maintain and ensure quality control of CRM.
- Organize advisory team meetings and events.
- Receive client calls and resolve questions/issues.
- Execute client appreciation and retention activities.
- Prepare and process custodian forms for client account maintenance, transfers, and other requests.
- Provide backup administrative support for office operations and client experience.
Requirements
- Bachelor’s degree
- Willingness to obtain the Series 65 license within one year of employment.
- 0-2+ years of financial planning, estate planning, and/or tax planning/preparation experience.
Skills
- Strong and effective communication skills
- Strong organizational skills
- Strong time management skills
- Ability to work in a team-based/collaborative environment
- Ability to accept and thrive in a fast-paced, changing environment
- Adherence to all compliance policies and procedures
- Demonstrate the Cerity Partners culture
Location
- Austin
Work Type
- Full-time
Experience Level
- 0-2+ years
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
- 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.
- Applicants must be authorized to work for any employer in the U.S.