Client Service Associate
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Job Location:
Albany, GA - USA
Monthly Salary:
$ 70000 - 80000
Posted on:
4 days ago
Vacancies:
1 Vacancy
Job Summary
Key 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
Communication & Coordination
- Serve as a primary point of contact for both external and internal team members at all levels
Project Management & Execution
- Frequent custodian interaction & paperwork processing.
- Process account openings funding deposit electronic checks money movements and possibly trading and other tasks with Custodians.
- Collaborate with internal team members on various tasks and long-term initiatives from daily account management and financial statement/performance reporting 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 firms CRM ensuring data accuracy and proper follow-up on tasks
- Support the implementation of new processes and technology solutions
What Were Looking For:
- Skills & Attributes:
- Highly organized detail-oriented multitasker who thrives in a fast-paced environment
- Dedicated to providing exceptional client experiences and upholding the highest standards of confidentiality
- Entrepreneurial mindset proactively identify needs and solutions
- Strong team player embodies a We mentality
- Independently resourceful and inquisitive
- Excellent verbal and written communication skills in a professional context
- Technical Proficiency:
- Strong working knowledge of Microsoft Office suite Excel experience a plus.
- Experience with CRM platforms (Salesforce preferred)
- Easily picks up new technologies and systems. The role will involve learning and using a wealth management platform for portfolio management performance reporting and billing.
Experience & Education:
- 0-2 years of experience in wealth management a plus
- Bachelors degree required
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:
IC
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
About Company
Financial Management for Individuals, Businesses, and Nonprofits
