Elite UHNW Client Services & Wealth Ops Lead
Listed on 2026-10-17
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Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Cerit y Partners is seeking a Client Service Associate to deliver high-touch personal accounting and executive administrative support to ultra-high net worth clients in the US. You will blend bookkeeping, bill-pay, and investment operations with client service and meeting coordination.
The role requires strong organizational skills, discretion, and the ability to manage multiple priorities across several clients. Proficiency in Quick Books, Salesforce, Excel, Word, and Outlook is preferred.
We would love to welcome a new Elite UHNW Client Services & Wealth Ops Lead to our group in City of Albany, NY, United States.
We appreciate your interest in this position.
Join Cerity Partners and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Elite UHNW Client Services & Wealth Ops Lead role at Cerity Partners, based in City of Albany, NY, United States.
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