Destava

Client Service Associate

Cerity Partners Management is hiring for Client Service Associate in West Conshohocken, PA. Junior level, $60k–$70k a year stated. First seen November 6, 2026; open as of November 13, 2026. Jobs taken straight from company career pages — no aggregator in between.

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Company
Cerity Partners Management
Where
West Conshohocken, PA
Level
Junior
Pay stated
$60k–$70k a year
First seen
November 6, 2026
Listed via
Workday

What the posting says

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 investment products and improving internal processes under supervision. Primary Responsibilities - Frequent custodian interaction & paperwork processing. - Process account…

Read more and apply on Cerity Partners Management's site

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