Client Service Associate

Position Summary :

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings processing paperwork and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills attention to detail and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.

Primary Responsibilities

Ability to help practice leader with administrative duties including assisting with Cerity Partners initiatives reporting requirements and communication.

Office organizational duties from ordering supplies to preparing for client visits and also managing client gifts and entertainment.

Assist advisory team with onboarding of new clients : customize our standard contract with new client information obtain all appropriate forms from custodian and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing.

Drive proactive process improvements for advisor and CSA team members.

Proactively interact with clients and assist in creating an outstanding client experience.

Assist with the timely completion and submission of all client related transaction requests.

Organize and maintain the CRM system (Salesforce).

Be willing to answer inbound phone calls and relay messages / perform gatekeeper duties.

Required Qualifications :

Bachelors degree

Skills and Competencies :

Proficiency in all CSA functions plus :

Ability to talk to clients and community members independently.

Ability to train and mentor CSAs (over time)

Demonstrate strong and effective leadership skills through clear communication and collaboration with others.

Working knowledge of Microsoft Excel Word Outlook and Salesforce are ideal.

Strong attention to detail exceptional problem-solving skills and ability to organize and prioritize work to meet deadlines in a proactive manner with little supervision required.

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

Communication skills both internally and externally with clients / the community are imperative.

Tenacious about doing what is right for the client always.

Physical Requirements :

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

Compensation Range : $60000 - $75000

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 Applicants must be authorized to work for any employer in the U.S.

Required Experience :

IC

Key Skills

Restaurant Experience,Time Management,Food Service,Data Entry,Customer Service,Direct Support,Computer Skills,Serving Experience,Medical office experience,Dietary Department Experience,Medical Terminology,Phone Etiquette

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 60000 - 75000