Client Service Associate

Position Summary:      The Cerity Partners Family Office is   seeking   a driven, team-oriented Client Service Associate to support and grow with our team. In this role, you will partner with Advisors and internal specialists to help deliver family office services to UHNW individuals and families. The ideal candidate thrives in a fast-paced environment, has   strong communication   skills, meticulous attention to detail, and is passionate about developing a career in the industry.   Primary 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   Handle general administrative support (mailings, messenger services, scanning, faxing, etc.)   Act as a backup to the office Administrative Assistant   Communication & Coordination:   Serve as a primary point of contact for both external and internal team members at all levels   Maintain and update calendars, scheduling internal and external meetings, and booking travel arrangements as needed   Answer, screen, and redirect phone calls in a professional manner   Project Management & Execution   Collaborate with internal team members on various tasks and long-term initiatives, from daily account management 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   Required Qualifications:     1-3 years of experience, in wealth management a plus   Bachelor’s degree   Strong working knowledge of Microsoft Office suite, Excel experience a plus   Experience with CRM platforms (Salesforce preferred)   Easily picks up   new technologies   and systems   Skills   and Competencies:     Dedicated to providing exceptional client experiences and upholding the highest standards of confidentiality   Entrepreneurial mindset, proactively   identify   needs and solutions   Independently resourceful and inquisitive   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:   $67,000 - $75,000   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.