Full time
Cerity Partners
Albany, NY, USA
Key Responsibilities Client & Team Support Provide exceptional service and foster trusted client relationships, exceeding client expectations Diligently track and organize client requests, ensuring all deliverables and deadlines are met Communication & Coordination Serve as a primary point of contact for both external and internal team members at all levels Project Management & Execution Frequent custodian interaction & paperwork processing. Process account openings, funding, deposit electronic checks, money movements, and possibly trading and other tasks with Custodians. Collaborate with internal team members on various tasks and long-term initiatives, from daily account management and financial statement/performance reporting to tax and planning projects Assist in the preparation of client meeting materials and ensure follow-through on all action items Coordinate with clients’ external advisors (attorneys, accountants, etc.) to...


