Client Service Associate | New College Graduate 2027

Cerity Partners • Austin, TX

1d

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 custodian paperwork, scheduling client meetings, preparing forms and basic financial reports, maintaining CRM data, and supporting client follow-up and meeting preparation. The Associate learns about investment accounts and products and helps improve internal processes under supervision.

The role is part of Cerity Partners University, a four-week, in-person training program held in Louisville, Kentucky, beginning in July. Training covers the basics of working with clients and the Cerity Partners Way, and prepares participants to test for the Series 65. The firm covers travel and expenses. After training, the Associate returns to the local Austin office.

The position requires a bachelor's degree and willingness to obtain the Series 65 license within one year of employment. The stated compensation range is $60,000–$75,000.

Requirements

• Bachelor's degree.
• Willingness to obtain the Series 65 license within one year of employment.
• 0–2+ years of financial planning, estate planning, and/or tax planning or preparation 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 and tasks.
• Process account openings and custodian-related requests.
• Schedule client meetings and provide basic meeting preparation and follow-up.
• Prepare client forms and financial reports in advance of client meetings.
• Develop knowledge of investment accounts, products, and transaction forms.
• Coordinate with internal departments to ensure tasks and follow-up are completed in a timely manner.
• Maintain and quality-check CRM data.
• Organize advisory team meetings and events.
• Receive client calls and resolve questions or issues as needed.
• Execute client appreciation and retention activities.
• Prepare and process custodian forms for account maintenance, transfers, and other account-related requests.
• Provide backup administrative support for office operations and help ensure a seamless client experience.

Benefits

• Health insurance, available on day one.
• Dental insurance, available on day one.
• Vision insurance, available on day one.
• 401(k) savings and investment plan 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.
• Four weeks of in-person training, with travel and expenses covered by the firm.

What This Job Offers

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