Job Details Level
Entry
Job Location
Mill Valley Office - Mill Valley, CA
Position Type
Full Time
Education Level
4-year degree or above
Salary Range
$60,000.00 - $70,000.00 Salary/year
Job Category
Finance
Do you like adding value, especially when you can see the impact to the client? Are you someone who ranks your detail-orientation and administrative skills as your best attributes? Do you thrive to build and further client relationships by responding to questions and requests quickly, efficiently, and correctly? If you answered yes, we think you would be an outstanding fit as a Client Service Associate in our Mill Valley Office.
Primary Responsibilities:
As a Client Service Associate, you would work collaboratively with colleagues to offer an outstanding client experience including answering client phone calls and onboarding new clients.
Specific responsibilities include, but are not limited to:
Answer Mill Valley office phone and transfer to appropriate colleague as necessary Acknowledge and respond to client inquiries and requests same day Perform daily operations, general client service and support for the Advisors and their clients Prepare custodian and firm paperwork for client signature Coordinate with colleagues and appropriate firm resources to deliver consistently outstanding client service Assist with preparation of quarterly client reports Develop working relationships with custodians to achieve our operational goals Keep Salesforce records up to date quickly and accurately deadlines Prepare materials for Advisor meetings with clients and any necessary meeting follow up Other duties as assigned Ideal Candidate Profile: Strong MS Office skills required Must thrive in a fast-paced, changing environment Accuracy and attention to detail are crucial to ensure every client has a high level of confidence in us Exceptional problem-solving skills and an ability to organize and prioritize work to meet deadlines in a proactive manner with little supervision Clearly communicate with clients and colleagues at all levels, providing regular progress updates 0-3 years' experience with client service, operational, administrative, or executive assistant roles in financial services preferred Desire to provide superior service for all that we do, taking complete ownership of even the smallest task Be proactive, identifying and preventing potential problems Strong verbal and written communication skills 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. With no financial products to sell, 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
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