Client Service Associate

Primary Responsibilities

• Frequent custodian interaction & paperwork processing.
• Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.
• Schedule client meetings.
• Basic preparation and follow-up for client meetings.
• Prepare client forms and financial reports in advance of client meetings.
• Attend meetings to take notes and send a summary to both the client and the advisory team.
• Develop knowledge of investment accounts, products and the forms required to transact business.
• Aid in internal coordination across departments to ensure tasks/follow up is completed in a timely manner.
• Execute client appreciation and retention activities.

Required Credentials

• Bachelor’s degree in Finance or related field preferred.
• 2+ years experience in financial services industry preferred.

Skills & Competencies

• Demonstrate strong and effective communication, organizational and time management skills.
• Ability to work in a team based/collaborative environment.
• Must accept and thrive in a fast-paced, changing environment.
• Adhere to all compliance policies & procedures.
• Demonstrate the Cerity Partners culture.