Client Service Associate
Cerity Partners(17 days ago)
About this role
A Client Service Associate at Cerity Partners provides essential support to clients and advisors through routine administrative tasks, helping to manage accounts, facilitate communication, and ensure smooth operation of client services. The position is focused on delivering professional and friendly service, with opportunities to learn about investment products and internal processes.
Required Skills
- Customer Service
- Account Management
- Communication
- Organization
- CRM
- Financial Reports
- Scheduling
- Documentation
- Client Follow-up
- Teamwork
About Cerity Partners
ceritypartners.comCerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
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