Client Service Associate - Family Office

Overview:

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.

Key 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

What We’re Looking For:

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:

• 0-2 years of experience, in wealth management a plus
• Bachelor’s degree required

About Cerity Partners Family Office:

Cerity Partners Family Office offers specialized support to ultra-high-net-worth families, blending expert financial, estate, and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service approach, ensuring every client receives tailored solutions to their unique circumstances. We focus on building enduring relationships through professionalism and integrity, simplifying wealth management to provide peace of mind for our clients and their legacies.

Compensation Range: 

$65,000-$75,000

Why Cerity Partners: 

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: 

• Health, dental, and vision insurance – day 1! 

• 401(k) savings and investment plan options with 4% match 

• Flexible PTO policy 

• Parental Leave 

• Financial assistance for advanced education and professional designations 

• Opportunity to give back time to local communities 

• Commuter benefits 

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.