Client Service Associate

Albany, GA - USA

Monthly Salary: $ 70000 - 80000

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Key Responsibilities:

Client Service & Relationship Management

Provide exceptional personalized service fostering trusted client relationships
Diligently track and organize client requests ensuring all deliverables and deadlines are met
Maintain a high level of confidentiality and professionalism
Support the holistic needs of UHNW families across multiple generations and entities

Operations & Coordination

Process account openings funding electronic check deposits money movements and custodial paperwork across multiple family accounts
Coordinate with clients external advisors to track and organize all pertinent documents and information
Assist in the preparation of client meeting materials and ensure follow-through
Manage client communications with exceptional organizational precision

Technology & Process Management

Manage and update the firms CRM ensuring data accuracy and proper follow-up
Learn and utilize wealth management platforms for portfolio management performance reporting and billing
Support the implementation of new processes and technology solutions

Financial Planning & Technical Support

Provide comprehensive personal financial planning investment planning and tax services to high-net-worth individuals
Prepare customized financial exhibits including asset allocation retirement planning education funding insurance and estate planning analyses
Prepare tax projections as well as income tax returns
Collaborate with internal specialists on financial statement/performance reporting tax and planning projects
Support complex family office structures including trusts foundations and multi-entity reporting

Required Qualifications:

2-4 years of experience in wealth management financial planning accounting tax preparation or working in a family office environment
Bachelors degree in accounting finance economics or related field
Prior family office experience strongly preferred (but not required)

Technical Skills:

Strong working knowledge of Microsoft Office suite particularly Excel
Experience with CRM platforms (Salesforce preferred)
Tax and accounting experience preferred though not required.
Ability to quickly learn new technologies and systems
Understanding of family office structures trust administration and multi-generational wealth management is a plus

Core Competencies:

Exceptional organizational skills ability to manage multiple priorities high email volume detailed notes and numerous moving pieces simultaneously
Self-starter with entrepreneurial mindset proactively identify needs and solutions take ownership of work in the intimate service-intensive family office setting
Detail-oriented multitasker who thrives in a fast-paced environment
Strong team player with a We mentality
Independently resourceful and inquisitive
Excellent written and verbal communication skills in a professional context
Enthusiastic and positive approach to problem-solving and client service

Compensation Range:

About Cerity Partners Family Office:

Cerity Partners Family Office offers specialized support to ultra-high-net-worth families blending expert financial estate and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service approach ensuring every client receives tailored solutions to their unique circumstances. We focus on building enduring relationships through professionalism and integrity simplifying wealth management to provide peace of mind for our clients and their legacies.

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 Applicants must be authorized to work for any employer in the U.S.

Required Experience:

Key Responsibilities:Client Service & Relationship ManagementProvide exceptional personalized service fostering trusted client relationshipsDiligently track and organize client requests ensuring all deliverables and deadlines are metMaintain a high level of confidentiality and professionalismSupport...