{"id":989347,"url":"https://alion.io/job/cerity-partners-client-service-associate-5","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":"2026-10-22T06:10:10Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Austin, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":60000,"max":75000,"currency":"USD","period":"year","gross":null,"usd_annual":75000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-07-27T00:00:00Z","employer_posted_date":"2026-07-27","last_verified_at":"2026-10-22T05:41:42Z","board_verified":true,"closed_at":null,"days_open":87,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":87},"description":"The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.\nThe ideal candidate demonstrates a growth mindset, is receptive to feedback, and is committed to continuous learning, professional development, and contributing to the success of the team.\nPrimary Responsibilities:\nFrequent custodian interaction & paperwork processing.\n\nProcess account openings and process tasks with Custodians.\n\nSchedule client meetings.\n\nBasic preparation and follow-up for client meetings.\n\nPrepare client forms and financial reports in advance of client meetings.\n\nDevelop knowledge of investment accounts, products and the forms required to transact business.\n\nAssist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.\n\nOngoing maintenance and quality control of CRM.\n\nOrganize advisory team meetings and events.\n\nReceive client calls and resolve questions/issues as needed.\n\nExecute client appreciation and retention activities.\n\nPrepare and process custodian forms to support client account maintenance, transfers, and other account-related requests.\n\nServe as backup administrative support as needed, assisting with office operations and ensuring a seamless client experience.\n\nIdeal Candidate Profile - “Our Casting Call!”\nRequired Credentials:\nBachelor’s degree\n\n1-3+ years of experience\n\nWillingness to obtain the Series 65 license within one year of employment.\n\nSkills & Competencies:\nDemonstrate strong and effective communication, organizational and time management skills.\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\nCompensation Range:\n$60,000 - $75,000\nWhy Cerity Partners :\nOur 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:\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":3709,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Continuous learning","Parental leave","Professional development","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-09-17T01:26:19Z"}],"visa":[],"liveness":{"score":15,"band":"cold","label":"Long shot","p_open":1,"p_active":0.518,"p_room":0.28,"age_days":87,"expected_fill_days":39,"reasons":["conf:0","wave","velocity","win:tail","crowd:junior"],"computed_at":"2026-10-22T06:10:10Z"},"pay":{"stated_usd_annual":75000,"is_top_pay":true},"html_url":"https://alion.io/job/cerity-partners-client-service-associate-5","json_url":"https://alion.io/job/cerity-partners-client-service-associate-5.json","meta":{"generated_at":"2026-10-22T08:31:39Z","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":4759,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-23T00:00:00Z"}},"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-5"},{"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-5"},{"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-5"},{"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-5\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcerity-partners-client-service-associate-5"}]}