Client Service Associate | New College Graduate 2027

Company

Cerity Partners Management

Where

Austin, TX

Level

Junior

First seen

October 22, 2026

Listed via

Workday

What the posting says

Position Summary: The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about…

Read more and apply on Cerity Partners Management's site

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