Client Service Associate

Primary Responsibilities:

• Frequent custodian interaction & paperwork processing.
  • Process account openings, prepare client forms, facilitate account funding, deposit electronic checks, execute money movements, and process tasks with Custodians.
  • Custodian Paperwork/Docusign envelopes, Alerts, and new account setup in various systems (including Orion)
  • Develop knowledge of investment accounts, products and the forms required to transact business.
• Responsible for data maintenance, reporting, and process improvement initiatives.
• Ongoing maintenance and quality control of CRM (Salesforce) and Portfolio Management System (Orion).
• Resolve questions/issues as needed.
• Managing year-end RMD process.
• Other duties as assigned

Required Qualifications:

• Bachelor's degree in finance or related field preferred
• 0-2 years of experience working in Wealth Management
• Strong written and verbal communication skills; ability to interact professionally with both team members and clients
• Exceptional attention to detail and organizational skills; highly reliable, proactive, and self-motivated
• Series 65 or equivalent certification (or willingness to obtain)
• Bookkeeping experience and familiarity with Quick Books preferred

Compensation Range:

$70,000 - $80,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• 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.