Client Service Associate
Role Overview
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.
Key Skills for This Role
Full Job Posting
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 [email protected]. Applicants must be authorized to work for any employer in the U.S.
Preferred Qualifications
- 1-3 years of experience, in wealth management a plus
- Strong working knowledge of Microsoft Office suite, Excel experience a plus
- Experience with CRM platforms (Salesforce preferred)
About Cerity Partners
Independent U.S. wealth management and financial advisory firm serving high-net-worth individuals, businesses, and nonprofit organizations.
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