Client Service Associate

Position Summary:

The Cerity Partners Family Office is seeking a driven, team-oriented Client Service Associate to support and grow with our team. In this role, you will partner with Advisors and internal specialists to help deliver family office services to UHNW individuals and families. The ideal candidate thrives in a fast-paced environment, has strong communication skills, meticulous attention to detail, and is passionate about developing a career in the industry.

Primary Responsibilities

Client & Team Support

Provide exceptional service and foster trusted client relationships, exceeding client expectations

Diligently track and organize client requests, ensuring all deliverables and deadlines are met

Handle general administrative support (mailings, messenger services, scanning, faxing, etc.)

Act as a backup to the office Administrative Assistant

Communication & Coordination:

Serve as a primary point of contact for both external and internal team members at all levels

Maintain and update calendars, scheduling internal and external meetings, and booking travel arrangements as needed

Answer, screen, and redirect phone calls in a professional manner

Project Management & Execution

Collaborate with internal team members on various tasks and long-term initiatives, from daily account management to tax and planning projects

Assist in the preparation of client meeting materials and ensure follow-through on all action items

Coordinate with clients’ external advisors (attorneys, accountants, etc.) to track and organize all pertinent documents and information

Process & Technology:

Manage and update the firm’s CRM, ensuring data accuracy and proper follow-up on tasks

Support the implementation of new processes and technology solutions

Required Qualifications:

1-3 years of experience, in wealth management a plus

Bachelor’s degree

Strong working knowledge of Microsoft Office suite, Excel experience a plus

Experience with CRM platforms (Salesforce preferred)

Easily picks up new technologies and systems

Skills and Competencies:

Dedicated to providing exceptional client experiences and upholding the highest standards of confidentiality

Entrepreneurial mindset, proactively identify needs and solutions

Independently resourceful and inquisitive

Demonstrate strong and effective communication, organizational and time management skills.

Ability to work in a team based /collaborative environment.

Must accept and thrive in a fast-paced, changing environment.

Adherence to all compliance policies & procedures .

Demonstrate the Cerity Partners culture.

Physical Requirements:

Prolonged periods sitting at a desk and working on a computer .

Must be able to lift up to 15 pounds at times.

Compensation Range:

$67,000 - $75,000

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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.