Client Service Associate

Cerity Partners•Philadelphia, PA

3d•$60,000 - $70,000

About The Position

The Client Service Associate supports clients and advisors by completing routine administrative tasks and responding to client requests. The role includes assisting with account openings, processing paperwork, scheduling and preparing for client meetings, preparing basic reports, maintaining accurate CRM data, and following up with clients. The Associate develops knowledge of investment products and account transactions and contributes to improving internal processes under supervision. The position also supports coordination across departments, client appreciation and retention activities, and advisory team meetings and events.

Requirements

Bachelor’s degree.
1–3 years of experience.
Strong communication, organizational, and time management skills.
Ability to work in a team-based, collaborative environment.
Ability to thrive in a fast-paced, changing environment.
Adherence to compliance policies and procedures.
Demonstrate the Cerity Partners culture.

Responsibilities

Interact frequently with custodians and process paperwork.
Process account openings, funding, electronic check deposits, money movements, and custodian-related tasks.
Schedule client meetings and assist with meeting preparation and follow-up.
Prepare client forms and financial reports before client meetings.
Attend meetings, take notes, and send summaries to clients and the advisory team.
Develop knowledge of investment accounts, products, and the forms required to transact business.
Coordinate with internal departments to ensure tasks and follow-up are completed promptly.
Handle cash transfers, wires, data maintenance, reporting, and trading as needed.
Maintain and quality-check CRM data.
Organize advisory team meetings and events.
Receive client calls and resolve questions or issues as needed.
Carry out client appreciation and retention activities.