Position Summary:
The Client Service Associate role focuses on supporting clients and advisors by executing administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing 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
- Frequent custodian interaction & paperwork processing.
- Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.
- Schedule client meetings.
- Preparation and follow-up for client meetings.
- Prepare client forms and financial reports in advance of client meetings.
- Develop knowledge of investment accounts, products and the forms required to transact business.
- Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.
- Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
- Ongoing maintenance and quality control of CRM.
- Organize advisory team meetings and events.
- Receive client calls and resolve questions/issues as needed.
- Execute client appreciation and retention activities.
Required Qualifications:
- Bachelor’s degree
- 2+ 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:
$75,000-90,000
