Service client Jobs in Chesapeake, VA

Job Details

Job Location

Norfolk Office - Norfolk, VA

The Client Service Associate is responsible for all functions required to effectively service client accounts. This includes assisting clients with a multitude of tasks and requests, processing required paperwork, and continuous collaborative work with Wealth Advisors and other colleagues.. The CSA is the primary point of contact for all clients and is therefore expected to be readily accessible to ensure all clients receive the highest quality service.

Primary Responsibilities

Specific responsibilities include, but are not limited to :

• Assist Wealth Management advisors with on-boarding of new clients : customize our standard agreement with new client information, obtain all appropriate forms from custodian and work closely with client to ensure accurate completion
• Serve as on-going liaison between advisors and custodians, managing account openings, account mergers and maintenance paperwork
• Assist with ACH / wire transfers on behalf of the client
• Review and validate new and revised client agreements
• Verify cost basis, including investigating why cost may be missing, placing restrictions, submitting cost basis enrollments, and utilizing Bloomberg when necessary
• Ensure accuracy and processing of Required Minimum Distributions
• Establish and maintain client data in Salesforce CRM
• File client documents in our document retention software
• Receptionist Desk Coverage as needed
• Other tasks as assigned

Ideal Candidate

Qualifications :

Company Overview

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. With no financial products to sell, our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before : People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if :

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