Client Service & Operations Administrator

Position Summary: This Client Service/Concierge role serves as the concierge and administrative backbone of the team, combining hands-on client service expertise with broad client care and office operations support. This position owns the service line’s billing process end-to-end — including accounts receivable aging, client billing questions, and coordination with internal accounting — while also managing new client onboarding, engagement letter processing, expense reporting, software administration, event scheduling, and client appreciation initiatives. The Client Service/Concierge acts as backup for accounts payable and serves as the team’s expert on the AP platform. This position requires excellent organizational skills, strong attention to detail, sound judgment with confidential financial information, and a commitment to providing friendly, professional, and proactive client service. The role also involves identifying and driving process improvement and supporting the team’s automation initiatives. Primary Responsibilities Serve as the service line's billing liaison with internal accounting - Coordinate with internal accounting on billing entries, reconciliations, and reporting. Manage accounts receivable aging; follow up on outstanding balances and escalate collection issues as needed. Respond to client billing questions and process billing changes and adjustments. Send onboarding emails and communications for new clients. Process and send engagement letters for new clients. Process expense reports through Tallie for the team leadership. Manage software administration for the team, including licensing, access, and renewals. Schedule and coordinate team events. Administer client sponsorships, including tracking commitments and coordinating logistics. Serve as AP backup and the team's Ramp expert, supporting client accounts payable needs. Provide client care, including responding to client requests and ensuring a positive client experience. Coordinate client gifts and appreciation activities. Oversee process improvement initiatives for the team. Assist with automation initiatives to improve team efficiency. Ideal Candidate Profile – “Our Casting Call!” Required Qualifications: High School diploma or equivalent. 2-4 years of administrative, billing, or accounting support experience, preferably including accounts receivable/accounts payable exposure Skills & Competencies: Strong organizational skills and attention to detail Excellent written and verbal communication skills Expert proficiency with Microsoft Office suite of products, Zoom, Teams and standard office equipment. Familiarity with billing, AR, and AP platforms (e.g., Ramp, Tallie, or similar tools) preferred. Commitment to confidentiality and maintaining discretion High degree of professionalism in working with diverse groups of people, including senior executives, colleagues, community leaders and clients Ability to manage multiple priorities in a fast-paced, dynamic environment Strong follow-through and time management skills Adherence to compliance policies and procedures Ability to exercise independent judgment in planning and prioritizing work Physical Requirements: Prolonged periods sitting at a desk and working on a computer Must be able to lift up to 15 pounds at times. Schedule: Full-time or Part-time opportunities available. 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. Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.