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Cerity Partners · 5 hours ago

Client Service Associate

Norfolk, VA

Full-time

Onsite

Entry Level

2+ years exp

Cerity Partners is focused on providing excellent client services, and they are seeking a Client Service Associate to support clients and advisors with various administrative tasks. The role involves assisting with account openings, processing paperwork, scheduling meetings, and ensuring CRM data accuracy while developing knowledge of investment products.

BankingFinanceFinancial Services

No H1B

Responsibilities

Frequent custodian interaction & paperwork processing

Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians

Schedule client meetings

Basic preparation and follow-up for client meetings

Prepare client forms and financial reports in advance of client meetings

Attend meetings to take notes and send a summary to both the client and the advisory team

Develop knowledge of investment accounts, products and the forms required to transact business

Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner

Responsible for cash transfers, wires, data maintenance, reporting and trading as needed

Ongoing maintenance and quality control of CRM

Organize advisory team meetings and events

Receive client calls and resolve questions/issues as needed

Execute client appreciation and retention activities

Qualification

Financial services experienceCRM data maintenanceOrganizational skillsCommunication skillsCompliance adherenceTeam collaborationTime managementAdaptability