Client Service Associate jobs in United States
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Cerity Partners · 2 hours ago

Client Service Associate

positionIndianapolis, IN
timeFull-time
remoteOnsite
seniorityNew Grad, Entry, Mid Level
date0+ years exp

Cerity Partners is dedicated to providing a supportive environment for clients and advisors. The Client Service Associate role involves executing routine administrative tasks, assisting with account openings, and ensuring CRM data accuracy to enhance client service.

BankingFinanceFinancial Services
badNo H1Bnote

Responsibilities

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

Qualification

CRM data accuracyOrganizational skillsCommunication skillsTime managementCompliance adherenceTeam collaborationAdaptability

Required

Bachelor's degree
0-5+ years of experience
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
Prolonged periods sitting at a desk and working on a computer
Must be able to lift up to 15 pounds at times

Company

Cerity Partners

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Cerity Partners is a financial services company specializes in banking,finance and personal loan.
dateFounded in 2009
location
New York, New York, USA
people-size1001-5000 employees
web-link
https://ceritypartners.com/

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing

Leadership Team

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Kurt Miscinski
President & CEO
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Carol Benz
Partner & Chief People Officer
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Recent News

GlobeNewswire
Nasdaq Private Market Announces Strategic Partnership with Cerity Partners to Deliver Full-Spectrum Financial Planning Solutions to Private Companies and Their Employees
2025-12-11
PR Newswire
Cerity Partners Announces Exclusive Partnership with Nasdaq Private Market to Expand Offerings Across the Private Market Ecosystem
2025-12-11
Benzinga.com
Cleveland-Cliffs, Meta And Rocket On CNBC's 'Final Trades'
2025-11-03
Company data provided by crunchbase