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Cerity Partners · 1 day ago

Client Service Associate

Albany, NY

Full-time

Onsite

New Grad, Entry Level

$70K/yr - $80K/yr

0+ years exp

Cerity Partners is a firm that specializes in offering support to ultra-high-net-worth families through expert financial and administrative assistance. They are seeking a Client Service Associate to provide exceptional service, manage client relationships, and support project execution and coordination with internal and external teams.

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

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

Frequent custodian interaction & paperwork processing

Process account openings, funding, deposit electronic checks, money movements, and possibly trading and other tasks with Custodians

Collaborate with internal team members on various tasks and long-term initiatives, from daily account management and financial statement/performance reporting 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 managementProject managementMicrosoft OfficeCRM platformsMultitaskingResourcefulnessVerbal communicationWritten communicationDetail-orientedTeam player

Required

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

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

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

Frequent custodian interaction & paperwork processing

Process account openings, funding, deposit electronic checks, money movements, and possibly trading and other tasks with Custodians

Collaborate with internal team members on various tasks and long-term initiatives, from daily account management and financial statement/performance reporting 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

Highly organized, detail-oriented multitasker who thrives in a fast-paced environment

Dedicated to providing exceptional client experiences and upholding the highest standards of confidentiality

Entrepreneurial mindset, proactively identify needs and solutions

Strong team player, embodies a 'We' mentality

Independently resourceful and inquisitive

Excellent verbal and written communication skills in a professional context

Strong working knowledge of Microsoft Office suite, Excel experience a plus

Experience with CRM platforms (Salesforce preferred)

Easily picks up new technologies and systems. The role will involve learning and using a wealth management platform for portfolio management, performance reporting, and billing

0-2 years of experience, in wealth management a plus

Bachelor's degree required