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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.
Job Responsibility
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 are resolved efficiently
Support day-to-day service activities by organizing information, tracking outstanding items, and helping keep client records current
Uphold established procedures and service standards to ensure work is completed in alignment with firm policies and regulatory expectations
Requirements
At least 3 years of experience in client service, customer support, or a related role
Strong communication skills with the ability to interact professionally and build trust with clients
Demonstrated ability to manage follow-up activities and handle multiple priorities with attention to detail
Comfortable working collaboratively with cross-functional teams in a service-driven environment
Ability to provide a personalized experience by understanding client needs and responding appropriately
Background in guest assistance, customer direction, retail support, inventory awareness, or sales-related service is helpful
Nice to have
Background in guest assistance, customer direction, retail support, inventory awareness, or sales-related service