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Senior Client Service Associate Jobs in Chesapeake, VA

Cerity Partners

Client Service Associate

Norfolk, VA · On-site

$14 - $19.25/hr

Client Service Associate The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include ...

Morgan Stanley

Client Service Associate

Newport News, VA · On-site

$33K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...

Morgan Stanley

Client Service Associate

Newport News, VA · On-site

$33K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...

Morgan Stanley

Client Service Associate

Newport News, VA · On-site

$33K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...

Morgan Stanley

Client Service Associate

Newport News, VA · On-site

$33K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...

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 administrative tasks and handling client requests. Responsibilities include assisting with account ...

Cerity Partners

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 administrative tasks and handling client requests. Responsibilities include assisting with account ...

Davenport

Client Service Associate (Unregistered)

Norfolk, VA · On-site

$14 - $19.25/hr

CLIENT SERVICE ASSOCIATE (UNREGISTERED) Location: Norfolk, VA Hiring Range: $49,000 - $68,000 OVERVIEW: Davenport is seeking a hard-working, detail-oriented, and business-minded professional to join ...

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Senior Client Service Associate information

See Chesapeake, VA salary details

$28.2K

$72.1K

$129.2K

How much do senior client service associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for senior client service associate in Chesapeake, VA is $72,060.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,200.00 and $92,300.00 per year, depending on experience, location, and employer.

Is a senior client service associate a good job?

A senior client service associate is a valuable role that involves managing client relationships, providing support, and ensuring customer satisfaction. It often requires strong communication skills, industry knowledge, and proficiency with customer management tools. The position can offer career growth opportunities and competitive compensation depending on the organization and location.

What does a senior client service associate do?

A senior client service associate manages client accounts by providing support, addressing inquiries, and resolving issues to ensure client satisfaction. They often handle complex requests, maintain detailed records, and collaborate with other teams using customer relationship management (CRM) tools. This role requires strong communication skills and industry knowledge to deliver high-quality service consistently.

What cities near Chesapeake, VA are hiring for Senior Client Service Associate jobs?

Cities near Chesapeake, VA with the most Senior Client Service Associate job openings:

Infographic showing various Senior Client Service Associate job openings in Chesapeake, VA as of June 2026, with employment types broken down into 96% Full Time, and 4% Part Time. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $64,754 per year, or $31.1 per hour.

Client Service Associate

Cerity Partners

Norfolk, VA • On-site

$14 - $19.25/hr

Other

Re-posted 19 days ago

Job description

Client Service Associate

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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