Client Experience Associate

Cerity Partners•Midland, TX

4d•$20 - $22

About The Position

The Client Experience Associate provides general office support, with a variety of administrative and communications related tasks so that all advisory team members can effectively execute on roles in client financial advisory relationships.

Requirements

Integrity and an understanding of fiduciary responsibility
Excellent verbal and written communication skills, and exceptional interpersonal communication skills
A team player with strong leadership skills and ability to multi-task and manage time effectively
2 years of relevant service-oriented experience and/or training, or equivalent combination of education and experience
Ability to work independently on assigned tasks as well as to accept direction on given assignments; demonstrates initiative
Sound organizational skills and strong personal computer skills (MS Office Suite)

Responsibilities

Act as the first point of contact for client inquiries, providing prompt and professional responses.
Assist with answering and triaging incoming phone calls, directing to the appropriate staff member as needed.
Plan and execute client appreciation initiatives, team events, and communications.
Partner with internal teams such as advisors, operations, and compliance to ensure seamless client service delivery.
Collaborate with the marketing team to create and deliver engaging client communications, newsletters, and updates.
Prepare and distribute mailings and other communications as required.
Handle all logistics for meetings, including room bookings, catering requests, and coordinating facilities for setup and cleanup.
Maintain organized electronic filing systems.
Provide general client service and support for advisors and their clients.
Offer phone support and manage inbound communications.
Perform daily operational tasks as needed and assist in other duties as assigned.
Maintain office supplies & equipment; stock and maintain kitchen area.