Cerity Partners
The Cerity Partners Family Office is seeking a client-focused and detail-oriented Bill Pay & Concierge Specialist to manage the end-to-end bill payment process and coordinate high-touch concierge requests for UHNW individuals and families. The role involves organizing ongoing projects, serving as a primary point of contact for clients and vendors, and leveraging proprietary tools to ensure timely and accurate deliverables. The ideal candidate thrives in a fast-paced environment with exceptional organizational skills and a solutions-oriented, client-centric mindset.
Cerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Cerity Partners.
Warburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago