Wealth Client Services Associate

Clearstead Advisors LLC; Norfolk (VA); On-site; USD 55,000 - 90,000; Full time

Job summary

Clearstead Advisors LLC in Norfolk, VA seeks a Private Client Service Associate to support the Private Client Group, serving as a primary/secondary client contact and coordinating with custodians to ensure smooth service delivery. You will prepare meeting materials, update CRM, and collaborate with Compliance, Operations, Tax, and Finance to uphold high standards of client service and efficient workflows.

A Bachelor’s degree and 2–5 years in financial services preferred; strong organizational

Qualifications

• Bachelor’s degree preferred or equivalent relevant experience.
• 2–5 years of experience in financial services, wealth management, or client service roles preferred.
• Strong knowledge of investment accounts, custodial processes, and financial terminology.
• Excellent organizational skills, attention to detail, and ability to manage multiple priorities.
• Strong communication and relationship-building skills.
• Ability to work both independently and collaboratively in a fast-paced, client-centric environment.
• Proficiency with CRM systems and Microsoft Office Suite; willingness to learn new technologies.

Responsibilities

• Serve as a point of contact between clients and Managing Directors, proactively handling inquiries.
• Build strong client relationships through timely communication and service excellence.
• Support MDs in creating business plans for client retention and revenue growth.
• Coordinate with Compliance, Operations, Tax, Financial Planning and Finance to ensure smooth execution of requests.

Skills

Client relationship management

Communication

Organizational skills

Team collaboration

Problem-solving

Education

Bachelor's degree or equivalent experience

Tools

CRM software

Microsoft Office

Fidelity

Schwab

Job description

Clearstead Advisors LLC in Norfolk, VA seeks a Private Client Service Associate to support the Private Client Group, serving as a primary/secondary client contact and coordinating with custodians to ensure smooth service delivery. You will prepare meeting materials, update CRM, and collaborate with Compliance, Operations, Tax, and Finance to uphold high standards of client service and efficient workflows.

A Bachelor’s degree and 2–5 years in financial services preferred; strong organizational