More jobs:
Wealth Client Services Associate
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-08-02
Listing for:
Cerity Partners Management LLC
Full Time
position Listed on 2026-08-02
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Cerity Partners is seeking a Client Service Associate to support clients and advisors by handling routine administrative tasks, account openings, paperwork processing, and meeting scheduling in a fast-paced environment. You will maintain CRM data accuracy, prepare basic reports, and learn about investment products under supervision to improve internal processes and client experience.
Growth mindset and commitment to professional development are encouraged.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×