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Investment Client Services Associate

Job in Austin, Travis County, Texas, 78716, USA
Listing for: PVH (Tommy Hilfiger/Calvin Klein)
Full Time position
Listed on 2026-08-02
Job specializations:
  • Business
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 75000 USD Yearly USD 60000.00 75000.00 YEAR
Job Description & How to Apply Below

Cerity Partners in Austin, TX, is seeking a Client Service Associate to support clients and advisors by handling routine admin tasks, account openings, paperwork, scheduling meetings, and basic reports. The role emphasizes CRM data accuracy and preparation for client meetings.

You will learn about investment products under supervision and contribute to process improvements, while developing a growth mindset and professional development within a collaborative team.

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Position Requirements
10+ Years work experience
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