Client Service Associate

Responsibilities

• Provide exceptional service and foster trusted client relationships, exceeding client expectations.
• Diligently track and organize client requests, ensuring all deliverables and deadlines are met.
• Serve as a primary point of contact for both external and internal team members at all levels.
• Frequent custodian interaction and paperwork processing, including account openings, funding, deposit electronic checks, money movements, and possibly trading tasks.
• Collaborate with internal team members on various tasks and long‑term initiatives, from daily account management and financial statement/performance reporting to tax and planning projects.
• Assist in the preparation of client meeting materials and ensure follow‑through on all action items.
• Coordinate with clients’ external advisors (attorneys, accountants, etc.) to track and organize all pertinent documents and information.
• Manage and update the firm’s CRM, ensuring data accuracy and proper follow‑up on tasks.
• Support the implementation of new processes and technology solutions.

• Highly organized, detail‑oriented multitasker who thrives in a fast‑paced environment.
• Dedicated to providing exceptional client experiences and upholding the highest standards of confidentiality.
• Entrepreneurial mindset: proactively identify needs and solutions.
• Strong team player, embodies a “We” mentality.
• Independently resourceful and inquisitive.
  
  Excellent verbal and written communication skills in a professional context.
• Strong working knowledge of Microsoft Office suite;
  Excel experience a plus.
• Experience with CRM platforms (Salesforce preferred).
• Easily picks up new technologies and systems; will learn and use a wealth management platform for portfolio management, performance reporting, and billing.

• 0–2 years of experience; wealth management a plus.
• Bachelor’s degree required.

$70,000 – $80,000

Cerity Partners Family Office offers specialized support to ultra‑high‑net‑worth families, blending expert financial, estate, and tax management with day‑to‑day administrative assistance. Our team is dedicated to a personalized service approach, ensuring every client receives tailored solutions to their unique circumstances. We focus on building enduring relationships through professionalism and integrity, simplifying wealth management to provide peace of mind for our clients and their legacies.

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match.
• Flexible PTO policy.
• Parental leave.
• Financial assistance for advanced education and professional designations.
• Opportunity to give back time to local communities.
• Commuter benefits.

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.

• Entry level

• Full‑time

• Other