Client Service Associate
Cerity Partners
full-time
Posted on:
Location Type: Hybrid
Location: Louisville • Illinois • Kentucky • United States
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Salary
💰 $70,000 - $80,000 per year
About the role
- 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
- 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
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
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