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Wealth Client Services Associate (Hybrid
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-08-18
Listing for:
Cerity Partners
Full Time
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
CRM Systems & Management
Job Description & How to Apply Below
Cerity Partners is seeking a Client Service Associate to provide operational support to Wealth Advisors and Partners, servicing 100–150 clients. You will coordinate account setup, asset transfers, and custodian paperwork while delivering superior client service and maintaining CRM records.
The role requires 2–3 years in financial services and a BS/BA degree. Series 65 is preferred within the first year, and Salesforce/CRM proficiency is valued.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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