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Client Service Assistant Jobs in Suffolk, VA (NOW HIRING)

Ceritypartners

Client Service Associate

Norfolk, VA · On-site

$14 - $19.25/hr

The Client Service Associate role focuses on supporting clients and advisors by executing routine ... transact business. * Assist with internal coordination across departments to ensure tasks ...

Paradigm

Client Relations Admin

Virginia Beach, VA · On-site

$20 - $23/hr

... service. In this role, you'll play an administrative role in the day-to-day operations of our ... * Assist with lost and damaged replacement requests according to approved procedures. * Address ...

Paradigm Inc

Client Relations Admin

Virginia Beach, VA · On-site

$35K - $44K/yr

... service for our college and university partners. Duties and Accountabilities * Provide day-to-day administrative support for assigned client accounts and Client Relations operations. * Assist with ...

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See Suffolk, VA salary details

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How much do client service assistant jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for client service assistant in Suffolk, VA is $16.11, according to ZipRecruiter salary data. Most workers in this role earn between $13.70 and $18.32 per hour, depending on experience, location, and employer.

What is a client service assistant?

A client service assistant is a professional who supports customer service operations by handling client inquiries, providing information, and assisting with account management. They often use communication tools like phone, email, or chat and require strong interpersonal and organizational skills. The role typically involves ensuring customer satisfaction and may require familiarity with customer relationship management (CRM) software.
What are the most commonly searched types of Client Service jobs in Suffolk, VA? The most popular types of Client Service jobs in Suffolk, VA are:
What cities near Suffolk, VA are hiring for Client Service Assistant jobs? Cities near Suffolk, VA with the most Client Service Assistant job openings:
Client Service Assistant jobs near you

Client Service Associate

Ceritypartners

Norfolk, VA • On-site

$14 - $19.25/hr

Full-time

Re-posted 25 days ago

Job description

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities 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. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.

Primary 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.

      Required Credentials:

      • Bachelor's degree in Finance or related field preferred.

      • 2+ years experience in financial services industry preferred.

      Skills & 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.

      Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

      Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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