Client Service Associate
Position Summary:
The Cerity Partners Family Office isseekinga driven, team-oriented Client Service Associate to support and grow with our team. In this role, you will partner with Advisors and internal specialists to help deliver family office services to UHNW individuals and families. The ideal candidate thrives in a fast-paced environment, hasstrong communicationskills, meticulous attention to detail, and is passionate about developing a career in the industry.
Primary Responsibilities
Client & Team Support
Provide exceptional service and foster trusted client relationships, exceeding client expectations
Diligently track and organize client requests, ensuring all deliverables and deadlines are met
Handle general administrative support (mailings, messenger services, scanning, faxing, etc.)
Act as a backup to the office Administrative Assistant
Communication & Coordination:
Serve as a primary point of contact for both external and internal team members at all levels
Maintain and update calendars, scheduling internal and external meetings, and booking travel arrangements as needed
Answer, screen, and redirect phone calls in a professional manner
Project Management & Execution
Collaborate with internal team members on various tasks and long-term initiatives, from daily account management to tax and planning projects
Assistin 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
Process & Technology:
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
Required Qualifications:
1-3 years of experience, in wealth management a plus
Bachelor’s degree
Strong working knowledge of Microsoft Office suite, Excel experience a plus
Experience with CRM platforms (Salesforce preferred)
Easily picks upnew technologiesand systems
Skillsand Competencies:
Dedicated to providing exceptional client experiences and upholding the highest standards of confidentiality
Entrepreneurial mindset, proactivelyidentifyneeds and solutions
Independently resourceful and inquisitive
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.
Physical Requirements:
Prolonged periodssitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Compensation Range:
$67,000 - $75,000
WhyCerityPartners:
Our people drive our success by working together to deliver exceptional service to our clients. Below isa 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
Financialassistancefor 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 [email protected] must be authorized to work for any employer in the U.S.