About this role
Client Service Associate at Ceritypartners. Location: Norfolk, Virginia, United States. Role: processing paperwork, maintaining CRM, scheduling meetings Requirements: Providing client and advisor support by processing account openings and custodian paperwork, scheduling meetings, maintaining CRM accuracy, preparing reports, handling cash transfers/wires, and resolving client inquiries; bachelor’s in finance preferred; 2+ years in financial services preferred. Category: Customer Service Seniority: Entry Level Tools: CRM Commitment: Full Time Workplace: Onsite Languages: English