Client Service Associate

Description We are looking for a Client Service Associate to deliver attentive, personalized support to clients in Norfolk, Virginia. This role focuses on building lasting relationships through responsive communication, thoughtful follow-up, and a high standard of service. The ideal candidate will collaborate across multiple business areas to help coordinate client needs efficiently while maintaining a positive overall experience.

Responsibilities:
• Develop and maintain strong client relationships by providing prompt, detail-focused communication and consistent follow-through on requests.
• Learn each client’s preferences, goals, and service expectations to provide tailored support and a high-quality experience.
• Coordinate with teams such as Compliance, Operations, Tax, Financial Planning, and Finance to help complete client-related activities accurately and on time.
• Monitor client inquiries from start to finish, ensuring updates are shared clearly and issues ...