Client Service Associate | Family Office

The Cerity Partners Family Office is seeking a driven, team-oriented Client Service Associate to support and grow with our team. In this role, you will partner with Advisors and internal specialists to help deliver family office services to UHNW individuals and families. The ideal candidate thrives in a fast-paced environment, has strong communication skills, meticulous attention to detail, and is passionate about developing a career in the industry.

Primary Responsibilities

Client & Team Support

• Provide exceptional service and foster trusted client relationships, exceeding client expectations
• Diligently track and organize client requests, ensuring all deliverables and deadlines are met
• Handle general administrative support (mailings, messenger services, scanning, faxing, etc.)
• Act as a backup to the office Administrative Assistant

Communication & Coordination:

• Serve as a primary point of contact for both external and internal team members at all levels
• Maintain and update calendars, scheduling internal and external meetings, and booking travel arrangements as needed
• Answer, screen, and redirect phone calls in a professional manner

Project Management & Execution

• Collaborate with internal team members on various tasks and long-term initiatives, from daily account management to tax and planning projects
• Assist in the preparation of client meeting materials and ensure follow-through on all action items
• Coordinate with clients’ external advisors (attorneys, accountants, etc.) to track and organize all pertinent documents and information

Process & Technology:

• Manage and update the firm’s CRM, ensuring data accuracy and proper follow-up on tasks
• Support the implementation of new processes and technology solutions

Skills & Attributes:

• Highly organized, detail-oriented multitasker who thrives in a fast-paced environment
• Dedicated to providing exceptional client experiences and upholding the highest standards of confidentiality
• Entrepreneurial mindset, proactively identify needs and solutions
• Strong team player, embodies a “We” mentality
• Independently resourceful and inquisitive
• Excellent verbal and written communication skills in a professional context

Technical Proficiency:

• Strong working knowledge of Microsoft Office suite, Excel experience a plus
• Experience with CRM platforms (Salesforce preferred)
• Easily picks up new technologies and systems

Experience & Education:

• 2+ years of experience, in wealth management a plus
• Bachelor’s degree required

Company Overview

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.  Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:

• You understand the need to provide a world-class client experience
• You value the collaboration of insightful, experienced colleagues to deliver our services
• You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills

#LI-CH1