Wealth Planner - Family Office

Client Service Associate page is loaded## Client Service Associateremote type: Hybridlocations: Albany Officetime type: Full timeposted on: Posted 3 Days Agojob requisition id: R431**Key Responsibilities:****Client & Team Support*** Provide exceptional service and foster trusted client relationships, exceeding client expectations* Diligently track and organize client requests, ensuring all deliverables and deadlines are met**Communication & Coordination*** Serve as a primary point of contact for both external and internal team members at all levels**Project Management & Execution*** Frequent custodian interaction & paperwork processing. + Process account openings, funding, deposit electronic checks, money movements, and possibly trading and other tasks with Custodians.* Collaborate with internal team members on various tasks and long-term initiatives, from daily account management and financial statement/performance reporting to tax and planning projects* Assist in the preparation of client meeting materials and ensure follow-through on all action items* Coordinate with clients’ external advisors (attorneys, accountants, etc.) to track and organize all pertinent documents and information**Process & Technology*** Manage and update the firm’s CRM, ensuring data accuracy and proper follow-up on tasks* Support the implementation of new processes and technology solutions**What We’re Looking For:*** Skills & Attributes:* Highly organized, detail-oriented multitasker who thrives in a fast-paced environment* Dedicated to providing exceptional client experiences and upholding the highest standards of confidentiality* Entrepreneurial mindset, proactively identify needs and solutions* Strong team player, embodies a “We” mentality* Independently resourceful and inquisitive* Excellent verbal and written communication skills in a professional context* Technical Proficiency:* Strong working knowledge of Microsoft Office suite, Excel experience a plus.* Experience with CRM platforms (Salesforce preferred)* Easily picks up new technologies and systems. The role will involve learning and using a wealth management platform for portfolio management, performance reporting, and billing.**Experience & Education:*** 0-2 years of experience, in wealth management a plus* Bachelor’s degree required**Compensation Range:**$70,000 – 80,000**About Cerity Partners Family Office:**Cerity Partners Family Office offers specialized support to ultra-high-net-worth families, blending expert financial, estate, and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service approach, ensuring every client receives tailored solutions to their unique circumstances. We focus on building enduring relationships through professionalism and integrity, simplifying wealth management to provide peace of mind for our clients and their legacies.**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 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.**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 View email address on click.appcast.io. Applicants must be authorized to work for any employer in the U.S.*Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs. #J-18808-Ljbffr Cerity Partners LLC