Ceritypartners

Ceritypartners

Client Service Associate

Portland Office

No sponsorship$70k-$85kDetected 13 days ago
CRMCommunicationTime ManagementOrganizational Skills

About the role

  • The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests.
  • include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports.
  • The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations.

Responsibilities

  • Our people drive our success by working together to deliver exceptional service to our clients.
  • Why Cerity Partners:
  • Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.
  • Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.

Requirements

  • Bachelor's degree
  • 2+ years of experience
  • Ability to work in a team based/collaborative environment.
  • Must be able to lift up to 15 pounds at times.
  • Develop knowledge of investment accounts, products and the forms required to transact business.
  • Applicants must be authorized to work for any employer in the U.S.

Skills

  • Demonstrate strong and effective communication, organizational and time management skills.
  • Must accept and thrive in a fast-paced, changing environment.
  • Adherence to all compliance policies & procedures.
  • Demonstrate the Cerity Partners culture.

Compensation

  • $70,000 - $85,000

Benefits

  • Health, dental, and vision insurance - day 1!
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Commuter benefits
  • Below is a glimpse of the key elements of our total rewards package:

Equal opportunity

  • We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.

Visa & Work Authorization

  • Applicants must be authorized to work for any employer in the U.S.
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This listing is sourced directly from Ceritypartners's careers page and normalized into a canonical job model.