Cerity Partners ยท 1 week ago
Client Service Associate
Reston, VA
Full-time
Onsite
New Grad, Entry LevelCerity Partners is committed to providing an inclusive environment and is seeking a Client Service Associate to support clients and advisors through administrative tasks and advisor requests. The role involves managing custodian operations, ensuring data accuracy in CRM and Portfolio Management Systems, and maintaining operational efficiency.
BankingFinanceFinancial Services
No H1B
Responsibilities
Frequent custodian interaction & paperwork processing
Process account openings, prepare client forms, facilitate account funding, deposit electronic checks, execute money movements, and process tasks with Custodians
Custodian Paperwork/Docusign envelopes, Alerts, and new account setup in various systems (including Orion)
Develop knowledge of investment accounts, products and the forms required to transact business
Responsible for data maintenance, reporting, and process improvement initiatives
Ongoing maintenance and quality control of CRM (Salesforce) and Portfolio Management System (Orion)
Resolve questions/issues as needed
Managing year-end RMD process
Other duties as assigned
Qualification
Required
Excellent organizational skills
Attention to detail
Strong grasp of technology platforms
Ability to understand operational objectives and the tasks required to achieve them
Demonstrate strong and effective communication skills
Demonstrate strong organizational skills
Demonstrate strong time management skills
Advanced excel skills required
Ability to work in a team based/collaborative environment
Must accept and thrive in a fast-paced, changing environment
Adherence to all compliance policies & procedures
Demonstrate the Cerity Partners culture
Prolonged periods sitting at a desk and working on a computer
Preferred
Bachelor's degree in financial planning or related field preferred
Working knowledge of Schwab, Fidelity, Orion, and Salesforce preferred
Company
Cerity Partners
Cerity Partners is a financial services company specializes in banking,finance and personal loan.
Founded in 2009
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing
Leadership Team
Kurt Miscinski
President & CEO
Carol Benz
Partner & Chief People Officer
Recent News
2026-01-16
Private Banker International
2026-01-11
Company data provided by crunchbase