Key Responsibilities:

Client & Team Support

Provide exceptional service and foster trusted client relationships, exceeding client expectations
Diligently track and organize client requests, ensuring all deliverables and deadlines are met

Communication & Coordination

Serve as a primary point of contact for both external and internal team members at all levels

Project Management & Execution

Frequent custodian interaction & paperwork processing.
- Process account openings, funding, deposit electronic checks, money movements, and possibly trading and other tasks with Custodians.
Collaborate with internal team members on various tasks and long-term initiatives, from daily account management and financial statement/performance reporting to tax and planning projects
Assist in the preparation of client meeting materials and ensure follow-through on all action items
Coordinate with clients’ external advisors (attorneys, accountants, etc.) to track and organize all pertinent documents and information

Process & Technology

Manage and update the firm’s CRM, ensuring data accuracy and proper follow-up on tasks
Support the implementation of new processes and technology solutions

What We’re Looking For:

Skills & Attributes:
Highly organized, detail-oriented multitasker who thrives in a fast-paced environment
Dedicated to providing exceptional client experiences and upholding the highest standards of confidentiality
Entrepreneurial mindset, proactively identify needs and solutions
Strong team player, embodies a “We” mentality
Independently resourceful and inquisitive
Excellent verbal and written communication skills in a professional context
Technical Proficiency:
Strong working knowledge of Microsoft Office suite, Excel experience a plus.
Experience with CRM platforms (Salesforce preferred)
Easily picks up new technologies and systems. The role will involve learning and using a wealth management platform for portfolio management, performance reporting, and billing.

Experience & Education:

0-2 years of experience, in wealth management a plus
Bachelor’s degree required

Compensation Range:

$70,000 – 80,000

About Cerity Partners Family Office:

Cerity Partners Family Office offers specialized support to ultra-high-net-worth families, blending expert financial, estate, and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service approach, ensuring every client receives tailored solutions to their unique circumstances. We focus on building enduring relationships through professionalism and integrity, simplifying wealth management to provide peace of mind for our clients and their legacies.

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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

Client Service Associate

Benefits

Job Description