Client Service Associate

The Client Service Associate provides high-touch personal accounting, executive administrative support, and investment operations assistance to ultra-high net worth clients at Cerity Partners. This role blends hands-on bookkeeping and bill pay responsibilities in QuickBooks with executive assistant-level client service, investment and custodial support, and client meeting coordination. The ideal candidate is highly organized and comfortable serving as a trusted point of contact for clients, their families, household staff, and outside advisors.