Client Service & Operations Administrator
Role Overview
This Client Service/Concierge role serves as the concierge and administrative backbone of the team, combining hands-on client service expertise with broad client care and office operations support. This position owns the service line’s billing process end-to-end — including accounts receivable aging, client billing questions, and coordination with internal accounting — while also managing new client onboarding, engagement letter processing, expense reporting, software administration, event scheduling, and client appreciation initiatives.
The Client Service/Concierge acts as backup for accounts payable and serves as the team’s expert on the AP platform.
This position requires excellent organizational skills, strong attention to detail, sound judgment with confidential financial information, and a commitment to providing friendly, professional, and proactive client service.
The role also involves identifying and driving process improvement and supporting the team’s automation initiatives.
Key Skills for This Role
Full Job Posting
Required Qualifications:
- High School diploma or equivalent.
- 2-4 years of administrative, billing, or accounting support experience, preferably including accounts receivable/accounts payable exposure
- Skills & Competencies:
- Strong organizational skills and attention to detail
- Excellent written and verbal communication skills
- Expert proficiency with Microsoft Office suite of products, Zoom, Teams and standard office equipment.
- Familiarity with billing, AR, and AP platforms (e.g., Ramp, Tallie, or similar tools) preferred.
- Commitment to confidentiality and maintaining discretion
- High degree of professionalism in working with diverse groups of people, including senior executives, colleagues, community leaders and clients
- Ability to manage multiple priorities in a fast-paced, dynamic environment
- Strong follow-through and time management skills
- Adherence to compliance policies and procedures
- Ability to exercise independent judgment in planning and prioritizing work
- Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer
- Must be able to lift up to 15 pounds at times.
- Schedule: Full-time or Part-time opportunities available.
- 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.
- Full-time or Part-time opportunities available.
Preferred Qualifications
- Familiarity with billing, AR, and AP platforms (e.g., Ramp, Tallie, or similar tools) 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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