Client Service Associate

Cerity Partners•Cleveland, OH

1d•$60,000 - $80,000

About The Position

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.

Requirements

Bachelor’s degree
2+ years of experience
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.
Strong attention to details skills.

Responsibilities

Frequent custodian interaction & paperwork processing.
Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.
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, and reporting as needed.
Ongoing maintenance and quality control of CRM.
Receive client calls and resolve questions/issues as needed.