Hiring: Client Service Associate | New College Graduate 2027 Company: Cerity Partners Location: Norfolk, VA Job Posted Time: 2026-09-10 14:27:26 Target Skills & Keywords : Wealth Management About the job Experience: •5+ years of experience Required Skills: •What is Cerity Partners University? •Frequent custodian interaction & paperwork processing. •Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians. •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. Qualifications: •Bachelor’s degree •0-5+ years of experience •Demonstrate strong and effective communication, organizational and time management skills. •Demonstrated capacity 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. •Travel will be required for in person paid training in our Louisville, KY office •Training will begin in July and last for 4 weeks Compensation: •$60,000 - $65,000 / year •Health, dental, and vision insurance – day 1! Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!