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Wealth Management Client Services Associate
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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