Cerity Partners

Client Services Representative

• Supporting clients and advisors by executing routine administrative tasks and handling advisor requests.
• Oversight of custodian operations, including assisting with account openings, processing paperwork, and working closely with advisors.
• Ensuring CRM and Portfolio Management System data accuracy and reporting and overall operational efficiency.
• 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.
• Responsible for data maintenance, reporting, and process improvement initiatives.

Client Service Associate