Client Service Associate

Cerity Partners

Client Service Associate managing custodian interactions and paperwork processing in financial services. Involves scheduling meetings, preparing reports, and maintaining CRM with client communications.

Posted 4/18/2026full-timeLouisville • Illinois, Kentucky • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor’s Degree
At least 2+ years of experience as a client service associate in financial services or similar experience leading custodian interactions and paperwork processing
Specific experience working with separately managed accounts is considered a plus
Specific experience completing subscription documents for private investments is considered a plus

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account openingsfundingdeposit electronic checksmoney movementsfinancial reportingdata maintenancetradingquality controlCRM managementsubscription documents

Soft Skills

client interactionnote-takingcommunicationorganizationcoordinationproblem-solvingfollow-upattention to detailclient appreciationretention activities

Certifications

Bachelor’s Degree