Financial Client Services Associate – CRM & Meeting Coordination
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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