Client Service Associate
- Location
- West Conshohocken, PA
- Listed
- 4 days ago
About the role
The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities 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.
This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.
Primary Responsibilities
- Frequent custodian interaction & paperwork processing.
- Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.
- Schedule client meetings.
- Basic preparation and follow-up for client meetings.
- Prepare client forms and financial reports in advance of client meetings.
- Attend meetings to take notes and send a summary to both the client and the advisory team.
- Develop knowledge of investment accounts, products and the forms required to transact business.*
- Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.
- Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
- Ongoing maintenance and quality control of CRM.
- Organize advisory team meetings and events.
- Receive client calls and resolve questions/issues as needed.Execute client appreciation and retention activities.
Required Qualifications
- Bachelor's degree
- 1-3 years of experience
Skills and Competencies
- Demonstrate strong and effective communication, organizational and time management skills.
- 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.
Physical Requirements
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at a time.
Compensation Range
$60,000 - $70,000
Why Cerity Partners
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
- 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
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to. Applicants must be authorized to work for any employer in the U.S.
Equal opportunity and legal notices
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
From Cerity Partners's careers page, first listed on Rolev.ai on November 6, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Client Service Associate role at Cerity Partners, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
See how you fit
Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.
Tailor without inventing
Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.
Draft the full kit
Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.
1-Click Extension Autofill
The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.
Similar roles
- Client Service Associate- Orlando, FLRaymond James · United States
- Client Service Project Manager, Food ScienceSGS · REMOTE, REMOTE
- Client Services Associate - Wealth ManagementMidlandsb · Rockford, IL
- Client Services SpecialistBB Insurance · West Palm Beach, FL
- Client Service CoordinatorMvh · Banfield Salt Lake City, UT
- Client Service Associate (Private Wealth)Cibc · Boston, MA
Common questions
Where is the Client Service Associate job at Cerity Partners located?
This Client Service Associate position at Cerity Partners is located in West Conshohocken, PA. Always check Cerity Partners's application page for specific state eligibility or relocation policies.
How do I apply for the Client Service Associate position at Cerity Partners?
This listing links directly to Cerity Partners's Workday application page. You can apply directly on Cerity Partners's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.