Client Service Associate

Cerity Partners•Mill Valley, CA

19d

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 and preparing for client meetings, preparing forms and financial reports, and maintaining accurate CRM data. The Associate coordinates follow-up across departments, handles client calls and questions, and supports client appreciation and retention activities. The position also involves developing knowledge of investment accounts and products and improving internal processes under supervision.

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 those 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 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.
Adhere to compliance policies and procedures and demonstrate the Cerity Partners culture.