Client Service Associate

Position Summary

The Cerity Partners Family Office is seeking a 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, has strong communication skills, 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
• Assist in 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 up new technologies and systems
• Skills and Competencies: Dedicated to providing exceptional client experiences and upholding the highest standards of confidentiality
• Entrepreneurial mindset, proactively identify needs 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 periods sitting 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 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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S. Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.