Client Service Associate

Cerity Partners • Mill Valley, CA

13d • $75,000 - $90,000

About The Position

The Client Service Associate supports clients and advisors by completing administrative tasks and responding to client requests. The role includes assisting with account openings, processing paperwork, scheduling client meetings, preparing reports, maintaining accurate CRM data, and helping with client follow-up and meeting preparation. The Associate learns about investment products and helps improve internal processes under supervision.

The position requires strong organizational skills, attention to detail, and a commitment to friendly, professional client service. It involves frequent interaction with custodians and coordination across departments to ensure requests and follow-up are completed promptly.

Requirements

• Bachelor’s degree.
• At least 2 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.

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 prepare for and follow up on meetings.
• Prepare client forms and financial reports ahead of client meetings.
• Develop knowledge of investment accounts, products, and the forms required to transact business.
• Coordinate internally across departments to ensure tasks and follow-up are completed in a timely manner.
• Handle cash transfers, wires, data maintenance, reporting, and trading as needed.
• Maintain and perform quality control of 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.
• Adhere to compliance policies and procedures.
• Support the improvement of internal processes under supervision.

Benefits

• Health, dental, and vision insurance starting on day one.
• 401(k) savings and investment plan options with a 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level