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Wealth Management Client Services Associate
Job in
Norfolk, Virginia, 23500, USA
Listed on 2026-09-07
Listing for:
Cerity Partners
Full Time
position Listed on 2026-09-07
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
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
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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