CP
Client Service Associate
full-time•Boston•$70k - $80k
About this role
Primary Responsibilities:
Frequent custodian interaction & paperwork processing.
Process account openings, prepare client forms, facilitate account funding, deposit electronic checks, execute money movements, and process tasks with Custodians.
Custodian Paperwork/Docusign envelopes, Alerts, and new account setup in various systems (including Orion)
Develop knowledge of investment accounts, products and the forms required to transact business.
Responsible for data maintenance, reporting, and process improvement initiatives.
Ongoing maintenance and quality control of CRM (Salesforce) and Portfolio Management System (Orion).
Resolve questions/issues as needed.
Managing year-end RMD process.
Other duties as assigned
Required Qualifications:
Bachelor’s degree in finance or related field preferred
0-2 years of experience working in Wealth Management
Strong written and verbal communication skills; ability to interact professionally with both team members and clients
Exceptional attention to detail and organizational skills; highly reliable, proactive, and self‑motivated
Series 65 or equivalent certification (or willingness to obtain)
Bookkeeping experience and familiarity with QuickBooks preferred
Compensation Range:
$70,000 - $80,000
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.
What you'll do
- The Client Service Associate will interact frequently with custodians and process various paperwork, including account openings and funding. They will also maintain data quality in CRM and Portfolio Management Systems while resolving client inquiries.
About Cerity Partners
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.
We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.
Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals.
This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
https://ceritypartners.com/award-disclosures
Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
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Frequently Asked Questions
What does Cerity Partners pay for a Client Service Associate?
Cerity Partners offers a competitive compensation package for the Client Service Associate role. The salary range is USD 70k - 80k per year. Apply through Clera to learn more about the full compensation details.
What does a Client Service Associate do at Cerity Partners?
As a Client Service Associate at Cerity Partners, you will: the Client Service Associate will interact frequently with custodians and process various paperwork, including account openings and funding. They will also maintain data quality in CRM and Portfolio Management Systems while resolving client inquiries..
Is the Client Service Associate position at Cerity Partners remote?
The Client Service Associate position at Cerity Partners is based in Boston, Massachusetts, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Client Service Associate position at Cerity Partners?
You can apply for the Client Service Associate position at Cerity Partnersdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.