Job DetailsJob LocationBoston Office - Boston, MASalary Range$50,000.00 - $70,000.00 Salary/yearThe Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic 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.
- Basic preparation and follow-up for client meetings.
- Prepare client forms and financial reports in advance of client meetings.
- Attend meetings to take notes and send a summary to both the client and the advisory team.
- 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.
Ideal CandidateRequired Credentials
- Bachelor's degree
- 1-3 years experience
Skills & 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.
Company OverviewCerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight. Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
- You understand the need to provide a world-class client experience
- You value the collaboration of insightful, experienced colleagues to deliver our services
- You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills