Wealth Management Client Services Associate Training

ceritypartners; Norfolk (VA); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Community involvement

Job summary

Cerity Partners is seeking a Client Service Associate to support clients and advisors by handling routine administrative tasks, processing paperwork, and scheduling meetings. You will help with CRM data accuracy and client follow-up, while learning about investment products under supervision.

We invite candidates to join our Norfolk location and participate in Cerity Partners University training, including a four-week program with travel covered.

Qualifications

• Bachelor's degree required.
• 0-5+ years of experience.
• Strong communication and organizational skills required.

Responsibilities

• Frequent custodian interaction and paperwork processing.
• Process account openings, funding, deposits, electronic checks, and money movements with custodians.
• Schedule client meetings and prepare materials.
• Prepare client forms and financial reports in advance of meetings.
• Attend meetings to take notes and share summaries with clients and advisory teams.
• Develop knowledge of investment accounts and products and the forms required to transact business.
• Coordinate across departments to ensure timely follow-up and task completion.
• Assist with cash transfers, wires, data maintenance, reporting, and trading as needed.
• Maintain and quality-control CRM data.
• Organize advisory team meetings and client events.
• Answer client calls and resolve questions or issues.
• Execute client appreciation and retention activities.

Skills

Communication

Organizational skills

Time management

Teamwork

Adaptability

Compliance awareness

Education

Bachelor's degree

Tools

CRM software

Job description

Cerity Partners is seeking a Client Service Associate to support clients and advisors by handling routine administrative tasks, processing paperwork, and scheduling meetings. You will help with CRM data accuracy and client follow-up, while learning about investment products under supervision.

We invite candidates to join our Norfolk location and participate in Cerity Partners University training, including a four-week program with travel covered.