Client Services Specialist: Finance Ops & CRM
Cerity Partners
Cerity Partners in Mill Valley, CA, is seeking a Client Service Associate to support clients and advisors by handling administrative tasks, account openings, paperwork, and meeting preparation. You will ensure CRM data accuracy and assist with client follow-up and reporting, under supervision. Ideal candidates have a bachelor’s degree and 2+ years of experience, excellent communication, and ability to work in a fast-paced team-driven environment while complying with firm policies. #J-18808-Ljbffr Cerity Partners
Vacancy posted 2 days ago
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