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Cerity Partners · 1 month ago

Client Service Associate - Family Office

New York City, NY

Full-time

Hybrid

New Grad, Entry Level

$65K/yr - $75K/yr

0+ years exp

Cerity Partners is a firm that offers specialized support to ultra-high-net-worth families. They are seeking a Client Service Associate to provide exceptional client service, manage administrative tasks, and support internal team initiatives while maintaining strong communication with clients and advisors.

BankingFinanceFinancial Services

No H1B

Responsibilities

Provide exceptional service and foster trusted client relationships, exceeding client expectations

Diligently track and organize client requests, ensuring all deliverables and deadlines are met

Handle general administrative support (mailings, messenger services, scanning, faxing, etc.)

Act as a backup to the office Administrative Assistant

Serve as a primary point of contact for both external and internal team members at all levels

Maintain and update calendars, scheduling internal and external meetings, and booking travel arrangements as needed

Answer, screen, and redirect phone calls in a professional manner

Collaborate with internal team members on various tasks and long-term initiatives, from daily account management to tax and planning projects

Assist in the preparation of client meeting materials and ensure follow-through on all action items

Coordinate with clients’ external advisors (attorneys, accountants, etc.) to track and organize all pertinent documents and information

Manage and update the firm’s CRM, ensuring data accuracy and proper follow-up on tasks

Support the implementation of new processes and technology solutions

Qualification

Client relationship managementCRM platformsProject managementMicrosoft OfficeResourcefulnessCommunication skillsOrganizational skillsTeam playerDetail-oriented