Wealth Management Client Services Associate

Cerity Partners Management LLC; Norfolk (VA); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with match

Flexible PTO policy

Parental Leave

Educational assistance

Job summary

Cerity Partners is seeking a Client Service Associate to support clients and advisors with routine administrative tasks in our Norfolk office. You will help with account openings, paperwork, scheduling, and basic reporting, while ensuring CRM data accuracy and coordinating follow-ups.

The role involves learning investment products, supporting meeting preparation, and collaborating across departments to deliver friendly, professional service. Travel for training in Louisville, KY is required.

Qualifications

• Bachelor’s degree and 0-5+ years of experience.
• Strong communication, organizational and time management skills.
• Ability to work in a team-based/collaborative environment.
• Adaptability to a fast-paced, changing environment.
• Adherence to compliance policies & procedures.

Responsibilities

• Support clients and advisors by executing routine administrative tasks and handling client requests.
• Assist with account openings and processing paperwork, scheduling client meetings, and preparing basic reports.
• Maintain CRM data accuracy and assist with client follow-up and meeting preparations.
• Organize advisory team meetings and events and coordinate across departments to ensure timely follow-ups.
• Attend meetings to take notes and share summaries with clients and the advisory team.

Skills

Communication

Organizational skills

Time management

Teamwork

Attention to detail

Compliance awareness

Education

Bachelor’s degree

Job description

Cerity Partners is seeking a Client Service Associate to support clients and advisors with routine administrative tasks in our Norfolk office. You will help with account openings, paperwork, scheduling, and basic reporting, while ensuring CRM data accuracy and coordinating follow-ups.

The role involves learning investment products, supporting meeting preparation, and collaborating across departments to deliver friendly, professional service. Travel for training in Louisville, KY is required.