Client Service Associate

Cerity Partners • West Conshohocken, PA

2d

About The Position

The Client Service Associate supports clients and advisors by executing routine administrative tasks and responding to client requests. The role includes assisting with account openings, processing paperwork, scheduling client meetings, preparing basic reports, maintaining accurate CRM data, and supporting client follow-up and meeting preparation. The Associate also develops knowledge of investment products and helps improve internal processes under supervision.

The position requires strong organizational, communication, and time-management skills, attention to detail, and a commitment to friendly, professional client service. It involves working collaboratively in a fast-paced, changing environment and adhering to compliance policies and procedures.

Requirements

• Bachelor’s degree.
• 1–3 years of experience.
• Strong and effective 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.
• Prolonged periods sitting at a desk and working on a computer.
• Ability to lift up to 15 pounds at a time.
• Must be authorized to work for any employer in the U.S.

Responsibilities

• Interact frequently with custodians and process paperwork.
• Process account openings, funding, electronic check deposits, money movements, and custodian tasks.
• Schedule client meetings and handle basic 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 transaction forms.
• Coordinate internally across departments to ensure tasks and follow-up are completed promptly.
• Handle cash transfers, wires, data maintenance, reporting, and trading as needed.
• Maintain and quality-control 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.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• 401(k) savings and investment plan 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

What This Job Offers

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