Client Service Associate

Bill Pay & Personal Accounting: Organize and manage a daily cycle of account payable invoices with QuickBooks software. Review vendor statements and work with vendors to keep invoices current and resolve billing issues. Work with payroll company to ensure payroll is properly processed and that reports are properly filed. Regular review and monthly reconciliations of bank accounts. Ownership of annual 1099 process and filing, including analyzing which vendors should receive 1099s. Prepare accounting reports. Point person for questions pertaining to bill payment, client requests, QuickBooks, etc.

Executive & Administrative Support: Day-to-day communication with clients, their household staff, and outside advisors (attorneys, CPAs, insurance brokers) via telephone and email. Serve as Chief of Staff for ultra-high net worth client, coordinating priorities and daily needs. Liaise with client insurance broker and assist team with insurance review. Coordinate calendar, travel, and scheduling as needed. Draft correspondence and manage other confidential personal matters on the client's behalf. Coordinate with household staff and outside vendors on the client's behalf. Demonstrate initiative and judgment, particularly in meeting client requests. Work independently and collaboratively in a team environment. Maintain organized files and time management among various clients. Miscellaneous administrative team support, including but not limited to, mailing, scanning, and electronic document management.

Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times.

Compensation Range: $65,000 - $75,000 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 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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.