Senior Client Service Associate
- Location
- West Conshohocken, PA
- Listed
- 2 days ago
About the role
The Senior Client Service Associate plays a critical role in providing high-level support to both clients and advisors. This position manages complex client interactions, processes detailed account tasks, and handles escalated issues, ensuring seamless account openings, money movements, and paperwork processing. With a comprehensive understanding of investment products and regulations, the Senior Associate may provide basic financial advice if Series 65 certified. Strong leadership, problem-solving, and communication skills are essential.
Primary Responsibilities
- Custodian interaction & paperwork processing:
- Process account openings, funding, deposit electronic checks, money movements, 401(k) rollovers, process tasks with Custodians.
- Maintain a fundamental understanding of the firm's investment offerings in order to contribute to portfolio discussions.
- Schedule client meetings
- Organize advisory team meetings and events.
- Involvement in company committees and/or firm-wide initiatives.
- Receive client calls and resolve questions or issues as needed.
- Prepare for and provide 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.
- Comprehensive knowledge of investment accounts, products and the forms required to transact business.
- Lead internal coordination across departments to ensure all client tasks/follow-up is completed in a timely manner.
- Drive proactive process improvements for advisors and CSA team members.
- Responsible for cash transfers, wires, data maintenance, reporting and trading as needed
- Provide ongoing maintenance and quality control of CRM.
- Execute client appreciation and retention activities
- Upon obtaining the Series 65 license:
- Give basic financial advice
- Assist with 401(k) rollovers
Required Qualifications
- Bachelor's degree
- 5+ years of experience
Preferred Qualifications
- Series 65 licensing
- Completion of CFP®
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
$70,000 - $85,000
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 8, 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 Senior 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
- Senior Client PartnerStitch Consulting Services, Inc. · Remote (US)
- Senior Client PartnerHorizontal Digital · St. Louis Park, MN
- Senior Client Engagement Manager (Post-Pay)Tbc · Remote -
- Senior Client BookkeeperNovoco · Cleveland, OH
- Senior Client Services CoordinatorColliers · Charlottesville, VA
- Senior Client Finance ManagerInterpublic · New York, NY
Common questions
Where is the Senior Client Service Associate job at Cerity Partners located?
This Senior 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 Senior 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.