Client Service Associate

Cerity Partners•Boston, MA

19d•$70,000 - $80,000

About The Position

Primary Responsibilities: Frequent custodian interaction & paperwork processing. Process account openings, prepare client forms, facilitate account funding, deposit electronic checks, execute money movements, and process tasks with Custodians. Custodian Paperwork/Docusign envelopes, Alerts, and new account setup in various systems (including Orion) Develop knowledge of investment accounts, products and the forms required to transact business. Responsible for data maintenance, reporting, and process improvement initiatives. Ongoing maintenance and quality control of CRM (Salesforce) and Portfolio Management System (Orion). Resolve questions/issues as needed. Managing year-end RMD process. Other duties as assigned Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance – day 1! 401(k) savings and investment plan options with 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 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. 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.

Requirements

Bachelor’s degree in finance or related field preferred
0-2 years of experience working in Wealth Management
Strong written and verbal communication skills; ability to interact professionally with both team members and clients
Exceptional attention to detail and organizational skills; highly reliable, proactive, and self‑motivated
Series 65 or equivalent certification (or willingness to obtain)
Bookkeeping experience and familiarity with QuickBooks preferred

Nice To Haves

Bookkeeping experience and familiarity with QuickBooks preferred

Responsibilities

Frequent custodian interaction & paperwork processing.
Process account openings, prepare client forms, facilitate account funding, deposit electronic checks, execute money movements, and process tasks with Custodians.
Custodian Paperwork/Docusign envelopes, Alerts, and new account setup in various systems (including Orion)
Develop knowledge of investment accounts, products and the forms required to transact business.
Responsible for data maintenance, reporting, and process improvement initiatives.
Ongoing maintenance and quality control of CRM (Salesforce) and Portfolio Management System (Orion).
Resolve questions/issues as needed.
Managing year-end RMD process.
Other duties as assigned