{"id":1926464,"url":"https://alion.io/job/cerity-partners-client-service-associate-7","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":"2026-10-21T05:46:15Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Cleveland, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":50000,"max":60000,"currency":"USD","period":"year","gross":null,"usd_annual":60000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-05T20:10:06Z","employer_posted_date":"2026-10-05","last_verified_at":"2026-10-21T06:34:12Z","board_verified":true,"closed_at":null,"days_open":15,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":15},"description":"Position Summary: \nThe Client Accounting Associate will support the Wealth Management business segment and the Partners and Principals responsible for providing comprehensive wealth planning, investment advisory and tax planning for individuals, families, trusts, endowments and philanthropies. We offer lifestyle management services tailored to support clients’ needs which can include bill pay, wires, estate management and other custom services. These responsibilities must be conducted in accordance with industry best practices and applicable laws and regulations.\nPrimary Responsibilities\nPerform administrative and operational duties, such as opening client bank accounts, transferring funds, invoicing, updating client and account information, bill pay, receipt organization and filing, bank account review and reconciliation\nAct as administrator for accounting/bill pay software including account set up, vendor files, and statements \nMaintain and improve accounts payable filing systems \nClient specific reporting needs, which could include: tax documents, quarterly invoices, prize money records, compensation reports, payroll and others \nDevelop written procedures on all aspects of this position, while always working to improve efficiency and minimize errors \nDocument management for all bill-pay and wealth planning clients in accordance with IRS requirements \nSupport other associates and provide telephone support\nSkills and Competencies:\nRegular interaction with third party advisors and vendors\nStrong verbal and written communication skills, professional presentation, and organizational skills\nStrong attention to detail, exceptional problem-solving skills, and an ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision§ Strong work ethic, interpersonal collaboration and team skills, a must\nComfort with accounting/bookkeeping software important\nMinimum of 3 years related work experience\nPhysical Requirements:\nProlonged periods sitting at a desk and working on a computer. \nMust be able to lift up to 15 pounds at times.\nCompensation Range:\n$50,000-$60,000\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!\n401(k) savings and investment plan options with 4% match\nFlexible PTO policy\nParental Leave\nFinancial assistance for advanced education and professional designations\nOpportunity to give back time to local communities\nCommuter benefits\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":3392,"description_truncated":false,"requirements":{"experience_years_min":3,"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":["Artificial Intelligence","Health Care","Wealth Management & Financial Advisors","Nonprofits & Foundations"],"lifecycle":[{"event":"open","at":"2026-10-05T20:10:06Z"}],"visa":[],"liveness":{"score":79,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.873,"p_room":0.9,"age_days":15,"expected_fill_days":39,"reasons":["conf:7","velocity","win:mid"],"computed_at":"2026-10-21T05:46:15Z"},"pay":{"stated_usd_annual":60000,"is_top_pay":false},"html_url":"https://alion.io/job/cerity-partners-client-service-associate-7","json_url":"https://alion.io/job/cerity-partners-client-service-associate-7.json","meta":{"generated_at":"2026-10-21T07:27:44Z","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":10596,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-22T00:00:00Z"}},"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-7"},{"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-7"},{"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-7"},{"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-7\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcerity-partners-client-service-associate-7"}]}