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Client Service Associate
Cerity Partners
Grand Rapids, USA
Part-time
Junior · 1–3 years experience
Hybrid
Discovered 2 weeks ago
Role Overview
The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests.
Full Job Posting
Required Qualifications:
- Bachelor’s degree
- 1-3 years of experience
- Skills and Competencies:
- 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:
- This part-time role offers a compensation of $25.00 per hour
- 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 [email protected]. Applicants must be authorized to work for any employer in the U.S.
About Cerity Partners
Asset & Wealth Management1700 employeesFounded 2009
Independent U.S. wealth management and financial advisory firm serving high-net-worth individuals, businesses, and nonprofit organizations.
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