Client Service Associate
Cerity Partners
About this role
The Client Service Associate role involves supporting clients and advisors through administrative tasks, preparing reports, ensuring data accuracy, and assisting with client meetings and internal processes. It requires excellent organizational skills, attention to detail, and a customer service focus.
Skills
Qualifications
About Cerity Partners
ceritypartners.comIndustry
Finance
Cerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
Recent company news
PR NewswireCerity Partners Welcomes Verus Investments, Expanding Its Offering to Institutional and Wealth Clients
1 month ago
InvestmentNewsCerity Partners accelerates expansion with dual mergers in Midwest, Southern California
1 week ago
The Wall Street JournalCerity Partners Review 2026
1 month ago
CitywireWarburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago
Wealth ManagementCerity Partners Merges With Verus Investments
1 month 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
$70k – $75k
per year
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