Cerity Partners
Cerity Partners — Indianapolis, Marion County
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 p osition r…
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About this role & career path
Working in Indianapolis, Marion County
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