CLIENT SERVICE ASSOCIATE - Cerity Partners : Job Details

Job DetailsJob LocationNY Wallstreet Office - New York, NYPosition TypeFull TimeEducation Level4 Year DegreeSalary Range$65,000.00 - $75,000.00 Job CategoryFinanceThe Client Service Associate will be a key member of the team, providing support through a variety of tasks related to organization and communication. In addition, you will provide minimal support to the office as outlined below. You will deal with a diverse group of important external contacts as well as internal colleagues at all levels of the firm. Independent judgment is required to plan, prioritize and organize your diversified workload.Primary Responsibilities:As an Associate your responsibilities would include the following responsibilities:

• Answer phone, screen, and redirect calls (as needed, see below for office)
• Scheduling and upkeep of calendar
• Attend internal meetings, take notes and provide follow up
• Work independently and within a team, acting as project manager for special projects
• Assist the needs of team members and help by resolving operational and administrative issues
• Keep teams organized to make sure all tasks are done to completion
• Ensure marketing list is up to date and prepared for quarterly marketing meetings
• Ensure managers are meeting with clients consistently by using the Meeting Frequency Report
• Meeting Prep/ Meeting Follow Up
  • Meeting Prep - schedule meetings, log in Salesforce, submit any requests to OP and IT for anything needed prior to meeting
  • Meeting Follow Up - scan, save and process all notes and paperwork from meeting, provide updates in Salesforce Client Meeting object until closed
• Manage and update Salesforce
  • Create clients and update client information in Salesforce (as needed)
  • Manage Team queues and tasks
• Assist with coordinating client onboarding, including client agreements, account opening/transfer and money movements
• Coordinating DocuSigns, saving files and keeping client files organized, liaising with tax teams and tax data organization, upkeep of client investment files and capital calls
• Book travel and make other arrangements
• Prepare and modify documents including correspondence, reports, cover letters and meeting books
• Provide general administrative support including mailing, FedEx, messengers, scanning, faxing and copying
• Maintain Excel worksheets for specific client tracking - ex. client travel costs
• Personal tasks as needed
• Act as backup for Office Administrative Assistant as needed
  • Greet and direct all visitors, general administrative and clerical support
  • Answer teams phones
  • Take mail to Post Office / Fed Ex/ UPS at the end of the day
• Team Enterprise tasks for office as needed

Qualifications:

• Bachelor's degree preferred but not required
• 1-2+ years of experience preferred
• Team player who welcomes feedback with the goal of continuous improvement
• Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills
• Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time
• Proficiency in technology/applications a must - experience with eMoney, Salesforce and Excel preferred

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 customer 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