Client Service Associate

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* Primary Responsibilities:

*** Frequent custodian interaction & paperwork processing.
* Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.
* Schedule client meetings.
* Basic preparation and follow-up for client meetings.
* Prepare client forms and financial reports in advance of client meetings.
* Attend meetings to take notes and send a summary to both the client and the advisory team.
* Develop knowledge of investment accounts, products and the forms required to transact business.
* Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.
* Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
* Ongoing maintenance and quality control of CRM.
* Organize advisory team meetings and events.
* Receive client calls and resolve questions/issues as needed.
* Execute client appreciation and retention activities.
** Required Credentials:
*** Bachelor’s degree in Finance or related field preferred.
* 2+ years experience in financial services industry preferred.
** Skills &

Competencies:

*** Demonstrate strong and effective communication, organizational and time management skills.
* Ability to work in a team based/collaborative environment.
* Must accept and thrive in a fast-paced, changing environment.
* Adherence to all compliance policies & procedures.
* Demonstrate the Cerity Partners culture.
* Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
** Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to  Applicants must be authorized to work for any employer in the U.S.
* The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service.

The role also involves learning about investment products and improving internal processes under supervision.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients.

We truly care about what we do.

Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight.
At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth.
We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation.
The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal:
Finding diverse solutions to suit diverse financial needs.
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