Client Service Associate
Cerity Partners
full-time
Posted on:
Location Type: Office
Location: Reston • Texas, Virginia • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- 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.
Requirements
- Bachelor’s degree in financial planning or related field preferred.
- Demonstrate strong and effective communication, organizational and time management skills.
- Working knowledge of Schwab, Fidelity, Orion, and Salesforce preferred.
- Advanced excel skills required.
- 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.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Equal Opportunity Employer
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
advanced excel skillsdata maintenancereportingprocess improvementaccount openingspaperwork processingmoney movementsclient forms preparationelectronic check deposits
Soft skills
communication skillsorganizational skillstime management skillsteam collaborationadaptabilityability to thrive in fast-paced environment
Certifications
Bachelor’s degree in financial planning