Cerity Partners

Primary Responsibilities: Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian , and work with each new client to ensure accurate completion. Coordinate submission with the custodian…

Primary Responsibilities Process client request forms including, but not limited to: + Beneficiary Change + Name, Ownership, or Address Change + RMD processing + EFT set up for premium payments + Death Claims, emailing death certificate to carrier Manage firm…

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…