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Cerity Partners
The Client Service/Concierge serves as the administrative backbone of the team, combining hands-on client service expertise with office operations support. This position owns the service line's billing process end-to-end, including accounts receivable aging and client billing questions, while managing new client onboarding and engagement letter processing. The role also involves software administration, event scheduling, and supporting automation initiatives to improve team efficiency.
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.
Cerity Partners didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role
CitywireWarburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago
