Client Service Associate jobs in United States
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Cerity Partners · 5 hours ago

Client Service Associate

positionScottsdale, AZ
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$60K/yr - $75K/yr

Cerity Partners is focused on delivering exceptional service to their clients. The Client Service Associate role is responsible for supporting clients and advisors through various administrative tasks while ensuring data accuracy in the CRM system.

BankingFinanceFinancial Services
badNo H1Bnote

Responsibilities

Ability to help practice leader with administrative duties, including assisting with Cerity Partners’ initiatives, reporting requirements, and communication
Office organizational duties, from ordering supplies to preparing for client visits, and also managing client gifts and entertainment
Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing
Drive proactive process improvements for advisor and CSA team members
Proactively interact with clients and assist in creating an outstanding client experience
Assist with the timely completion and submission of all client related transaction requests
Organize and maintain the CRM system (Salesforce)
Be willing to answer inbound phone calls and relay messages/perform gatekeeper duties

Qualification

SalesforceMicrosoft ExcelMicrosoft WordMicrosoft OutlookLeadership skillsOrganizational skillsAttention to detailProblem-solving skillsCommunication skills

Required

Bachelor's degree
Proficiency in all CSA functions
Ability to talk to clients and community members independently
Ability to train and mentor CSA's (over time)
Demonstrate strong and effective leadership skills through clear communication and collaboration with others
Working knowledge of Microsoft Excel, Word, Outlook, and Salesforce
Strong attention to detail
Exceptional problem-solving skills
Ability to organize and prioritize work to meet deadlines in a proactive manner with little supervision required
Must accept and thrive in a fast-paced, changing environment
Communication skills both internally and externally with clients/the community are imperative
Tenacious about doing what is right for the client – always

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

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