Position Summary:
The Client Data (Associate) analyzes and maintains client and account data to support accurate financial reporting and business decisions. This role supports data quality and reporting processes
Primary Responsibilities
- Maintain data quality and integrity across client data systems
- Build and maintain reports and dashboards for internal stakeholders
- Partner with business teams to understand client data and reporting needs
- Support ad hoc data requests and special analytical projects
- Document data definitions and reporting processes
- Identify opportunities to improve data quality and reporting efficiency
Required Qualifications:
- Bachelor's degree in Finance, Business Analytics, or a related field
Skills and Competencies:
- Strong proficiency with Excel and data visualization/reporting tools
- Experience with SQL or similar data querying skills
- Strong analytical and problem-solving skills
- High attention to detail and data accuracy
- Ability to communicate data insights clearly to non-technical stakeholders
- Familiarity with mainstream AI tools (e.g., Claude, ChatGPT), with interest in applying them to data analysis and visualization
Physical Requirements:
- Ability to sit or stand for extended periods while working at a computer
Compensation Range:
$65,000-70,000
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 [email protected]. Applicants must be authorized to work for any employer in the U.S.
Skills Required
- Bachelor's degree in Finance, Business Analytics, or a related field
- Strong proficiency with Excel and data visualization or reporting tools
- Experience with SQL or similar data querying skills
- Strong analytical and problem-solving skills
- High attention to detail and data accuracy
- Ability to communicate data insights clearly to non-technical stakeholders
- Familiarity with mainstream AI tools such as Claude or ChatGPT, with interest in applying them to data analysis and visualization
- Authorization to work for any employer in the United States
Cerity Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.
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Retirement Support — An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
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Leave & Time Off Breadth — Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
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Wellbeing & Lifestyle Benefits — Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.
Cerity Partners Insights
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
