Financial Client Services Associate – CRM & Meeting Coordination

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

Job summary

Cerity Partners LLC is seeking a Client Service Associate in Norfolk, VA, to support clients and advisors with administrative tasks, account openings, and client meeting preparations. This role demands excellent organizational skills and attention to detail.

The ideal candidate should have a Bachelor’s degree in Finance or a related field and at least 2 years of experience in the financial services industry. Responsibilities include maintaining CRM accuracy, scheduling meetings, and preparing reports for clients.

Qualifications

• Bachelor’s degree in Finance or related field preferred.
• 2+ years experience in financial services industry preferred.
• Strong communication, organizational, and time management skills.

Responsibilities

• Assist with account openings, processing paperwork, and scheduling client meetings.
• Prepare client forms and financial reports in advance.
• Maintain CRM data accuracy and assist with internal coordination.

Job description

Cerity Partners LLC is seeking a Client Service Associate in Norfolk, VA, to support clients and advisors with administrative tasks, account openings, and client meeting preparations. This role demands excellent organizational skills and attention to detail.

The ideal candidate should have a Bachelor’s degree in Finance or a related field and at least 2 years of experience in the financial services industry. Responsibilities include maintaining CRM accuracy, scheduling meetings, and preparing reports for clients.