{"id":989324,"url":"https://alion.io/job/cerity-partners-client-service-associate-2","title":"Client Service Associate","company":{"id":707444,"name":"Cerity Partners","domain":"ceritypartners.com","url":"https://alion.io/company/cerity-partners","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":83,"open_postings":3,"ghost_share":0,"stale_share":0.667,"repost_share":0,"time_to_fill_p50_days":39,"computed_at":"2026-10-24T06:02:35Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Albany, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":65000,"max":75000,"currency":"USD","period":"year","gross":null,"usd_annual":75000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Outlook","optional":false},{"name":"QuickBooks","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-08-27T00:00:00Z","employer_posted_date":"2026-08-27","last_verified_at":"2026-10-22T05:41:42Z","board_verified":false,"closed_at":null,"days_open":59,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":59},"description":"Position Summary:\nThe Client Service Associate provides high-touch personal accounting, executive administrative support, and investment operations assistance to ultra-high net worth clients at Cerity Partners, blending hands-on bookkeeping and bill pay responsibilities in QuickBooks with executive assistant-level client service, investment and custodial support, and client meeting coordination. The ideal candidate is highly organized and comfortable serving as a trusted point of contact for clients, their families, household staff, and outside advisors, exercising sound judgment and strong time management to juggle multiple priorities across several clients.\nPrimary Responsibilities\nBill Pay & Personal Accounting\nOrganize and manage a daily cycle of account payable invoices with QuickBooks software.\n\nReview vendor statements and work with vendors to keep invoices current and resolve billing issues.\n\nWork with payroll company to ensure payroll is properly processed and that reports are properly filed.\n\nRegular review and monthly reconciliations of bank accounts.\n\nOwnership of annual 1099 process and filing, including analyzing which vendors should receive 1099s.\n\nPrepare accounting reports.\n\nPoint person for questions pertaining to bill payment, client requests, QuickBooks, etc.\n\nExecutive & Administrative Support\nDay-to-day communication with clients, their household staff, and outside advisors (attorneys, CPAs, insurance brokers) via telephone and email.\n\nServe as Chief of Staff for ultra-high net worth client, coordinating priorities and daily needs.\n\nLiaise with client insurance broker and assist team with insurance review.\n\nCoordinate calendar, travel, and scheduling as needed.\n\nDraft correspondence and manage other confidential personal matters on the client's behalf.\n\nCoordinate with household staff and outside vendors on the client's behalf.\n\nDemonstrate initiative and judgment, particularly in meeting client requests.\n\nWork independently and collaboratively in a team environment.\n\nMaintain organized files and time management among various clients.\n\nMiscellaneous administrative team support, including but not limited to, mailing, scanning, and electronic document management.\n\nInvestment & Custodial Support\nFrequent custodian interaction and paperwork processing; process account openings, funding, electronic check deposits, and money movements with custodians (primarily Fidelity).\n\nResponsible for cash transfers, wires, data maintenance, reporting, and trading as needed.\n\nDevelop knowledge of investment accounts, products, and the forms required to transact business; learn how to trade client accounts (e.g., buy and sell securities).\n\nAssist with ongoing client data management, including tax, investment, and other relevant information.\n\nPrepare client-specific reports (tax documents, quarterly investment reports, etc.).\n\nClient Meeting & CRM Support\nAssist with basic preparation and follow-up for client meetings, including preparing client forms and financial reports in advance.\n\nAttend meetings to take notes and send summaries to both the client and the advisory team.\n\nOngoing maintenance and quality control of CRM (Salesforce).\n\nReceive client calls and resolve questions/issues as needed.\n\nAssist with internal coordination across departments to ensure tasks and follow-up are completed in a timely manner.\n\nRegular interaction with third parties and high-net-worth clients.\n\nRequired Qualifications:\n5+ years of bookkeeping or personal accounting experience, ideally supporting high net worth individuals or family offices.\n\nPrior experience as an executive assistant, personal assistant, or in a similar support role for a principal or high net worth individual.\n\nDemonstrated discretion and sound judgment in handling sensitive personal and financial information.\n\nOrganizational skills.\n\nStrong time management skills and ability to prioritize tasks to meet deadlines.\n\nA strong knowledge of QuickBooks, Excel, Word, Outlook and Salesforce is preferred.\n\nFamiliarity with personal insurance policies and ability to liaise with brokers on coverage questions.\n\nStrong communication skills, both written and verbal.\n\nPoise and professionalism when managing time-sensitive requests.\n\nAbility to take ownership of work in an entrepreneurial team environment.\n\nWillingness to support Personal Accounting and Wealth Management teams in various tasks and projects.\n\nSkills & Competencies:\nDemonstrate strong and effective communication, organizational and time management skills.\n\nDrive to learn\n\nDetail oriented\n\nAbility to work in a team based/collaborative environment.\n\nMust accept and thrive in a fast-paced, changing environment.\n\nAdherence to all compliance policies & procedures.\n\nDemonstrate the Cerity Partners culture.\n\nPhysical Requirements:\nProlonged periods sitting at a desk and working on a computer.\n\nMust be able tolift upto 15 pounds at times.\n\nCompensation Range:\n$65,000 - $75,000\nWhy Cerity Partners:\nOur 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:\nHealth, dental, and vision insurance - day 1!\n\n401(k) savings and investment plan options with 4% match\n\nFlexible PTO policy\n\nParental Leave\n\nFinancial assistance for advanced education and professional designations\n\nOpportunity to give back time to local communities\n\nCommuter benefits\n\nCerity 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.\nCerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to  must be authorized to work for any employer in the U.S.","description_format":"text","description_chars":6225,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Parental leave","Vision insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-09-17T01:26:19Z"}],"visa":[],"liveness":{"score":29,"band":"fade","label":"Fading","p_open":0.9,"p_active":0.58,"p_room":0.55,"age_days":58,"expected_fill_days":39,"reasons":["conf:48","wave","velocity","win:tail"],"computed_at":"2026-10-24T06:02:35Z"},"pay":{"stated_usd_annual":75000,"is_top_pay":true},"html_url":"https://alion.io/job/cerity-partners-client-service-associate-2","json_url":"https://alion.io/job/cerity-partners-client-service-associate-2.json","meta":{"generated_at":"2026-10-25T01:39:43Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":2513,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-26T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":707444},"rest":"https://alion.io/mcp/rest/get_company?id=707444"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcerity-partners-client-service-associate-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcerity-partners-client-service-associate-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcerity-partners-client-service-associate-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/cerity-partners-client-service-associate-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcerity-partners-client-service-associate-2"}]}