Certuity · 8 hours ago
Client Service Associate
North Palm Beach, FL
Full-time
Onsite
Entry Level
1+ years expCertuity is a boutique wealth management firm serving high-net-worth families and entrepreneurs. They are seeking a highly motivated Client Service Associate to support clients and advisors, ensuring operational excellence and a white-glove client experience.
FinanceFinancial ServicesWealth Management
Responsibilities
Provide executive-level client service and operational support in a timely and professional manner
Track all client requests including meeting agendas and key takeaways from client and stakeholder engagements
Prepare client correspondences, reports, spreadsheets, presentations, and other materials, all while ensuring key systems are updated accordingly
Service client-related tasks such as account opening and data and reconciliation
Organize, pre-file, audit, submit, and follow up on client-related documentation throughout the entire prospect and client lifecycle
Collaborate with external professionals to efficiently manage documentation, transactions, and client deliverables
Lead or support internal initiatives aimed at improving operational efficiency, streamlining workflows, and enhancing process effectiveness
Qualification
Required
Bachelor's degree and 1-2 years of experience in financial services working with ultra-high-net-worth clients
Strong client service orientation with a polished and professional demeanor and excellent interpersonal skills
Proven ability to execute tasks accurately and efficiently with meticulous attention to detail and strong organizational skills
Excellent written and verbal communication abilities
Strong organizational skills and ability to manage multiple priorities
Sound judgment and problem-solving skills
Proactive and self-motivated - takes initiative to identify and address tasks or issues
High level of integrity and discretion in handling confidential and sensitive information
Preferred
Series 65 license preferred but may be obtained shortly after hire
Experience with Microsoft Office Suite is a plus
Company
Certuity
Certuity is a financial services firm that offers wealth management, legacy planning, and investment advisory services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Giuliano Celle
Managing Director & Head of Institutional Wealth
Scott Welch
Partner and Chief Investment Officer
Recent News
Morningstar.com
2026-02-04
Company data provided by crunchbase