The Client Service Associate will be a key member of the team, providing support through a variety of tasks related to organization and communication.
In addition, you will provide minimal support to the office as outlined below.
You will deal with a diverse group of important external contacts as well as internal colleagues at all levels of the firm.
Independent judgment is required to plan, prioritize and organize your diversified workload.
Primary Responsibilities:
As an Associate your responsibilities would include the following responsibilities:
Answer phone, screen, and redirect calls (as needed, see below for office)
Scheduling and upkeep of calendar
Attend internal meetings, take notes and provide follow up
Work independently and within a team, acting as project manager for special projects
Assist the needs of team members and help by resolving operational and administrative issues
Keep teams organized to make sure all tasks are done to completion
Ensure marketing list is up to date and prepared for quarterly marketing meetings
Ensure managers are meeting with clients consistently by using the Meeting Frequency Report
Meeting Prep/ Meeting Follow Up
Meeting Prep – schedule meetings, log in Salesforce, submit any requests to OP and IT for anything needed prior to meeting
Meeting Follow Up – scan, save and process all notes and paperwork from meeting, provide updates in Salesforce Client Meeting object until closed
Manage and update Salesforce
Create clients and update client information in Salesforce (as needed)
Manage Team queues and tasks
Assist with coordinating client onboarding, including client agreements, account opening/transfer and money movements
Coordinating DocuSigns, saving files and keeping client files organized, liaising with tax teams and tax data organization, upkeep of client investment files and capital calls
Book travel and make other arrangements
Prepare and modify documents including correspondence, reports, cover letters and meeting books
Provide general administrative support including mailing, FedEx, messengers, scanning, faxing and copying
Maintain Excel worksheets for specific client tracking – ex.
client travel costs
Personal tasks as needed
Act as backup for Office Administrative Assistant as needed
Greet and direct all visitors, general administrative and clerical support
Answer teams phones
Take mail to Post Office / Fed Ex/ UPS at the end of the day
Team Enterprise tasks for office as needed
Ideal Candidate Profile – “Our Casting Call!”
Bachelor’s degree preferred but not required
0-3 years of experience in financial services preferred
Team player who welcomes feedback with the goal of continuous improvement
Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills
Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time
Proficiency in technology/applications a must – experience with eMoney, Salesforce and Excel preferred
Company Overview:
Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.
Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.
Our culture allows us to deliver this mission.
We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes.
We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards.
As a result, we will enjoy talking to you if:
You understand the need to provide a world-class customer experience
You value the collaboration of insightful, experienced colleagues to deliver our services
You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
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