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© All Rights Reserved. ApplyBlast.com
Cerity Partners
The Client Service Associate supports clients and advisors by executing administrative tasks, processing paperwork, and handling client requests. This role involves maintaining CRM data accuracy, preparing reports, and assisting with account openings and client meetings. The position requires strong organizational skills and a commitment to professional client service.
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.
CitywireWarburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago
Client Operations Specialist
8a78826751d3645501521809b9c50bfd
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