Cerity Partners · 2 days ago
Client Service Associate
Boston, MA
Full-time
Onsite
New Grad, Entry Level
$70K/yr - $80K/yr
0+ years expCerity Partners is a financial services firm dedicated to delivering exceptional client service. The Client Service Associate will interact with custodians, manage paperwork, and maintain data quality while supporting the wealth management process.
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
0-2 years of experience working in Wealth Management
Strong written and verbal communication skills; ability to interact professionally with both team members and clients
Exceptional attention to detail and organizational skills; highly reliable, proactive, and self‑motivated
Series 65 or equivalent certification (or willingness to obtain)
Preferred
Bachelor's degree in finance or related field preferred
Bookkeeping experience and familiarity with QuickBooks preferred
Benefits
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Company
Cerity Partners
Cerity Partners is a financial services company specializes in banking,finance and personal loan.
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
2026-01-22
2026-01-16
Private Banker International
2026-01-11
Company data provided by crunchbase