Ceritypartners
Client Service Associate
Norfolk, VA
No sponsorshipDetected 30 days ago
CRMCommunicationTime ManagementOrganizational Skills
About the role
- The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests.
Responsibilities
- Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.
- Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.
Requirements
- Develop knowledge of investment accounts, products and the forms required to transact business.
- Required Credentials:
Nice to have
- Bachelor's degree in Finance or related field preferred.
- 2+ years experience in financial services industry preferred.
Skills
- Demonstrate strong and effective communication, organizational and time management skills.
- Must accept and thrive in a fast-paced, changing environment.
- Adherence to all compliance policies & procedures.
- Demonstrate the Cerity Partners culture.
- include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports.
- The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations.
Benefits
- The role also involves learning about investment products and improving internal processes under supervision.
Equal opportunity
- We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.
Visa & Work Authorization
- Applicants must be authorized to work for any employer in the U.S.
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This listing is sourced directly from Ceritypartners's careers page and normalized into a canonical job model.