Client Service Associate | New College Graduate 2027

About the role

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. The position is based in Norfolk and includes participation in the 4th annual Cerity Partners University (CPU) program, which provides in‑person training in Louisville, KY on working with clients, the Cerity Partners Way, and preparation for the Series 65 exam. Training begins in July, lasts four weeks, with all travel and expenses covered by the firm, after which associates return to their local office to begin their wealth management journey.

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.

Qualifications

Bachelor’s degree; 0‑5+ years of experience.

Skills and Competencies

• Demonstrate strong and effective communication, organizational and time management skills.
• Ability to work in a team based/collaborative environment.
• Must accept and thrive in a fast‑paced, changing environment.
• Adherence to all compliance policies & procedures.
• Demonstrate the Cerity Partners culture.

Benefits

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Pay

Compensation range: $60,000‑$65,000.

Schedule

Paid in‑person training in Louisville, KY begins in July and lasts four weeks; travel and expenses are covered by the firm.