Client Service Associate - Family Office

Cerity Partners•New York, NY

34d•$65,000 - $75,000

About The Position

Overview: 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. 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 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 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. 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 experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective 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 $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts 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. 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 [email protected]. Applicants must be authorized to work for any employer in the U.S.

Requirements

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
Strong working knowledge of Microsoft Office suite, Excel experience a plus
Experience with CRM platforms (Salesforce preferred)
Easily picks up new technologies and systems
0-2 years of experience, in wealth management a plus
Bachelor’s degree required

Nice To Haves

Excel experience a plus
Experience with CRM platforms (Salesforce preferred)
0-2 years of experience, in wealth management a plus

Responsibilities

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
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
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
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