Wealth Management Client Services Associate

Cerity Partners; Norfolk (VA); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Flexible PTO

Parental Leave

Commuter benefits

Job summary

Cerit y Partners in Norfolk, VA seeks a Client Service Associate to support clients and advisors by handling routine administrative tasks and client requests. You will assist with account openings, paperwork processing, scheduling meetings, and preparing basic reports while ensuring CRM data accuracy.

The role emphasizes strong organization, attention to detail, and professional client service with opportunities to learn investment products and contribute to internal process improvements under

Qualifications

• Demonstrates strong and effective communication, organizational and time management skills.
• Ability to work in a team based/collaborative environment.
• Adaptable to a fast-paced, changing environment.
• Adherence to compliance policies & procedures.

Responsibilities

• Frequent custodian interaction & paperwork processing.
• Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.
• Schedule client meetings.
• Basic preparation and follow-up for client meetings.
• Prepare client forms and financial reports in advance of client meetings.
• Attend meetings to take notes and send a summary to both the client and the advisory team.
• Develop knowledge of investment accounts, products and the forms required to transact business.
• Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.
• Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
• Ongoing maintenance and quality control of CRM.
• Organize advisory team meetings and events.
• Receive client calls and resolve questions/issues as needed.
• Execute client appreciation and retention activities.

Skills

Communication

Organization

Time management

Teamwork

Compliance

Education

Bachelor’s degree

Job description

Cerit y Partners in Norfolk, VA seeks a Client Service Associate to support clients and advisors by handling routine administrative tasks and client requests. You will assist with account openings, paperwork processing, scheduling meetings, and preparing basic reports while ensuring CRM data accuracy.

The role emphasizes strong organization, attention to detail, and professional client service with opportunities to learn investment products and contribute to internal process improvements under