UHNW Client Services & Personal Finance Specialist
Listed on 2026-10-06
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Finance & Banking
Banking & Finance, Finance Assistant -
Administrative/Clerical
Banking & Finance, Finance Assistant
Cerity Partners is seeking a Client Service Associate to provide high-touch accounting, executive administrative support, and investment operations for ultra-high-net-worth clients. The role blends Quick Books-based bookkeeping with executive-level client service, and close collaboration with wealth management teams.
Ideal candidates will have strong organizational, communication, and time-management skills, plus experience with Quick Books, Salesforce, and custodial processes.
We have an opening for a UHNW Client Services & Personal Finance Specialist in City of Albany, NY, United States within Finance, Sales.
Are you ready to take on the UHNW Client Services & Personal Finance Specialist role at Cerity Partners?
We would love to welcome a new UHNW Client Services & Personal Finance Specialist to our team in City of Albany, NY, United States.
For the UHNW Client Services & Personal Finance Specialist position at Cerity Partners, we are reviewing applications now.
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