Financial Client Experience Specialist

Cerity Partners Management LLC; Norfolk (VA); On-site; USD 45,000 - 60,000; Full time

Job summary

Cerity Partners Management LLC in Norfolk, Virginia is seeking a Client Service Associate to support clients and advisors by executing routine administrative tasks and handling client requests.

The role requires strong communication and organizational skills, with a preferred background of 2+ years in financial services. Responsibilities include assisting with account openings, scheduling meetings, and ensuring CRM data accuracy.

Qualifications

• Minimum of 2 years of experience in the financial services industry preferred.
• Ability to thrive in a fast-paced, changing environment.

Responsibilities

• Assist with account openings and processing paperwork.
• Schedule and prepare for client meetings.
• Attend meetings and provide notes to clients.

Skills

Strong communication

Organizational skills

Time-management skills

Team collaboration

Adherence to compliance policies

Education

Bachelor’s degree in Finance or related field

Job description

Cerity Partners Management LLC in Norfolk, Virginia is seeking a Client Service Associate to support clients and advisors by executing routine administrative tasks and handling client requests.

The role requires strong communication and organizational skills, with a preferred background of 2+ years in financial services. Responsibilities include assisting with account openings, scheduling meetings, and ensuring CRM data accuracy.