Client Service Associate

Primary Responsibilities

• Frequent custodian interaction & paperwork processing.
• Process account openings funding deposit electronic checks money movements process tasks with Custodians.
• Schedule client meetings.
• Basic preparation and follow-up for client meetings.
• Prepare client forms and financial reports in advance of client meetings.
• Attend meetings to take notes and send a summary to both the client and the advisory team.
• Develop knowledge of investment accounts products and the forms required to transact business.
• Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.
• Responsible for cash transfers wires data maintenance reporting and trading as needed.
• Ongoing maintenance and quality control of CRM.
• Organize advisory team meetings and events.
• Receive client calls and resolve questions/issues as needed.
• Execute client appreciation and retention activities.

Required Qualifications:

• Bachelors Degree
• At least 2 years of experience as a client service associate in financial services or similar experience leading custodian interactions and paperwork processing

Preferred Qualifications:

• Specific experience working with separately managed accounts is considered a plus
• Specific experience completing subscription documents for private investments is considered a plus

Skills and Competencies:

• 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.

Compensation Range:

$70000 - $80000

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.