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Senior Client Service Advisor (Series 65 Eligible
Job in
Lower Merion, Montgomery County, Pennsylvania, USA
Listed on 2026-08-19
Listing for:
Cerity Partners
Full Time
position Listed on 2026-08-19
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management
Job Description & How to Apply Below
Cerity Partners is seeking a Senior Client Service Associate to provide high-level support to clients and advisors in a fast-paced environment. You will manage complex client interactions, process account tasks, and handle escalations, ensuring smooth openings, money movements, and paperwork processing.
With Series 65, you may provide basic financial guidance and contribute to advisory discussions. Strong leadership, problem-solving, and communication skills are essential for coordinating across
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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