Client Service & Advisory Support Specialist
Listed on 2026-10-07
-
Customer Service/HelpDesk
HelpDesk/Support
Cerity Partners LLC is hiring a Client Service Associate in Austin, TX to support advisors and clients by handling routine administrative tasks, scheduling meetings, and preparing basic financial reports. The role emphasizes CRM data accuracy, process improvement, and ongoing learning about investment products.
The ideal candidate has a bachelor’s degree, 1–3+ years of experience, and is willing to pursue the Series 65 license within a year.
We are currently recruiting a Client Service & Advisory Support Specialist for our team in Austin, TX, United States.
We are looking to fill the Client Service & Advisory Support Specialist position at Cerity Partners LLC in Austin, TX, United States.
The Client Service & Advisory Support Specialist role at Cerity Partners LLC is now open for applications in Austin, TX, United States.
(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).