Cerity Partners · 1 day ago
Client Service Associate
Scottsdale, AZ
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $80K/yrCerity Partners is a company focused on delivering exceptional service to their clients. They are seeking a Client Service Associate to assist with administrative duties, manage office organization, and enhance client experiences while driving process improvements.
BankingFinanceFinancial Services
No H1B
Responsibilities
Ability to help practice leader with administrative duties, including assisting with Cerity Partners' initiatives, reporting requirements, and communication. Proactively identify and solve administrative challenges using available data and resources
Manage office organizational duties, including ordering supplies, preparing for client visits, and coordinating client gifts and entertainment. Handle these responsibilities with urgency and efficiency while seamlessly transitioning between multiple priorities throughout the day
Assist advisory team with onboarding of new clients. Apply problem-solving to address onboarding challenges quickly, ensuring consistent and timely outcomes
Drive proactive process improvements for advisors and team members. Leverage your expertise to identify efficiency gains, enhance procedures, and contribute to team effectiveness
Proactively interact with clients and assist in creating an outstanding client experience. Communicate directly, concisely, and courteously
Assist with the timely completion and submission of all client related transaction requests. Work with speed and accuracy, demonstrating urgency while maintaining structured approaches that produce predictable results
Organize and maintain the CRM system (Salesforce). Become a subject matter expert in our systems, ensuring data accuracy and creating efficiencies for the entire team
Be willing to answer inbound phone calls and relay messages/perform gatekeeper duties
Qualification
Required
Bachelor's degree
Proficiency in all CSA functions
Ability to talk to clients and community members independently
Demonstrate strong and effective leadership skills through clear communication and collaboration with others
Show self-starter behaviors, owning your outcomes while maintaining a team-first mentality
Working knowledge of Microsoft Excel, Word, Outlook, and Salesforce are ideal
Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work to meet deadlines in a proactive manner
Excel at deductive reasoning and analytics
Must accept and thrive in a fast-paced, changing environment
Demonstrate comfort with multi-tasking, direction changes, and problem-solving to ensure all work gets done efficiently
Communication skills both internally and externally with clients/the community are imperative
Communicate with politeness and courtesy while being direct and concise
Tenacious about doing what is right for the client – always
Follow established rules, expectations, and procedures to create consistent outcomes, while proactively seeking ways to enhance them for the benefit of clients and team
Prolonged periods sitting at a desk and working on a computer
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
Cerity Partners is a financial services company specializes in banking,finance and personal loan.
Founded in 2009
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing
Leadership Team
Kurt Miscinski
President & CEO
Carol Benz
Partner & Chief People Officer
Recent News
2026-01-22
2026-01-16
Private Banker International
2026-01-11
Company data provided by crunchbase