Client Service Associate
Cerity Partners
About this role
The Client Service Associate role supports clients and advisors through administrative tasks, handling client requests, processing paperwork, and assisting with meetings and reports. It involves learning investment products, maintaining CRM data, and coordinating internal tasks, all while providing professional client service.
Skills
Qualifications
About Cerity Partners
ceritypartners.comCerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
Recent company news
InvestmentNewsCerity Partners accelerates expansion with dual mergers in Midwest, Southern California
2 days ago
Institutional Real Estate, Inc.Cerity Partners announces merger with Edge Financial Advisors
2 days ago
Pulse 2.0Cerity Partners Expands Into Chicago And Southern California With Dual Mergers
2 days ago
PR NewswireCerity Partners Welcomes Verus Investments, Expanding Its Offering to Institutional and Wealth Clients
3 weeks ago
CitywireWarburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
2 weeks ago
About Cerity Partners
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Cerity Partners.
Salary
$63k
per year
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