Client Service Associate

Cerity Partners•Scottsdale, AZ

6d•$60,000 - $80,000

About The Position

Primary Responsibilities Ability to help practice leader with administrative duties, including assisting with Cerity Partners' initiatives, reporting requirements, and communication. Proactively identify and solve administrative challenges using available data and resources. Manage office organizational duties, including ordering supplies, preparing for client visits, and coordinating client gifts and entertainment. Handle these responsibilities with urgency and efficiency while seamlessly transitioning between multiple priorities throughout the day. Assist advisory team with onboarding of new clients. Apply problem-solving to address onboarding challenges quickly, ensuring consistent and timely outcomes. Drive proactive process improvements for advisors and team members. Leverage your expertise to identify efficiency gains, enhance procedures, and contribute to team effectiveness. Proactively interact with clients and assist in creating an outstanding client experience. Communicate directly, concisely, and courteously. Assist with the timely completion and submission of all client related transaction requests. Work with speed and accuracy, demonstrating urgency while maintaining structured approaches that produce predictable results. Organize and maintain the CRM system (Salesforce). Become a subject matter expert in our systems, ensuring data accuracy and creating efficiencies for the entire team. Be willing to answer inbound phone calls and relay messages/perform gatekeeper duties.

Requirements

Bachelor's degree
Ability to talk to clients and community members independently
Demonstrate strong and effective leadership skills through clear communication and collaboration with others
Show self-starter behaviors, owning your outcomes while maintaining a team-first mentality
Working knowledge of Microsoft Excel, Word, Outlook, and Salesforce are ideal
Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work to meet deadlines in a proactive manner
Excel at deductive reasoning and analytics
Must accept and thrive in a fast-paced, changing environment
Demonstrate comfort with multi-tasking, direction changes, and problem-solving to ensure all work gets done efficiently
Communication skills both internally and externally with clients/the community are imperative
Communicate with politeness and courtesy while being direct and concise
Tenacious about doing what is right for the client – always
Follow established rules, expectations, and procedures to create consistent outcomes, while proactively seeking ways to enhance them for the benefit of clients and team

Responsibilities

Assist practice leader with administrative duties
Proactively identify and solve administrative challenges
Manage office organizational duties
Assist advisory team with onboarding of new clients
Drive proactive process improvements
Proactively interact with clients
Assist with the timely completion and submission of all client related transaction requests
Organize and maintain the CRM system (Salesforce)
Answer inbound phone calls and relay messages/perform gatekeeper duties