Client Service Associate - Cerity Partners : Job Details

Job DetailsJob LocationBoston Office - Boston, MASalary Range$50,000.00 - $70,000.00 Salary/yearDo you want to impact the financial lives of people for the better? Do you aspire to a career in wealth management, providing holistic advice including tax, planning, and investment services? Would you value working for a collaborative team that puts clients first? If yes, we believe you would be an outstanding fit as an Associate on our Wealth Management team. Primary ResponsibilitiesAs an Associate your responsibilities would include supporting a client-facing team with the following activities:

• Assist Wealth Management advisors with on-boarding of new clients: customizes our standard contract with new client information, obtains all appropriate forms from custodian and works with each new client to ensure accurate completion, and coordinate submission with the custodian for processing
• Serve as on-going liaison between advisors and custodian, managing account openings and maintenance paperwork
• Support advisors by organizing and preparing needed meeting and marketing materials, quarterly reporting and other client mailings
• Organize and maintain client files and all key custodian documents
• Provide assistance with practice management related data gathering, tracking and reporting
• Proactively interact with clients and assist in creating a spectacular client experience
• Assist with the timely completion and submission of all client related transaction requests
• Manage and administer the quarterly client reporting process
• Organize and maintain the CRM system (Salesforce), reporting, and filing systems
• Prepare and deliver financial planning using e-Money and other tools
• Enthusiastically advocate the values, ethics, and unique approach our company takes to personal finance and financial planning.
• Other duties as assigned

Ideal Candidate

• Bachelor's degree required
• 1-3 years experience required, financial services 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 Addepar, eMoney, Salesforce, PowerPoint and Excel preferred.

Company OverviewCerity 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