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.<br><br>Responsibilities:<br>• Develop and maintain strong client relationships by providing prompt, detail-focused communication and consistent follow-through on requests.<br>• Learn each client’s preferences, goals, and service expectations to provide tailored support and a high-quality experience.<br>• Coordinate with teams such as Compliance, Operations, Tax, Financial Planning, and Finance to help complete client-related activities accurately and on time.<br>• Monitor client inquiries from start to finish, ensuring updates are shared clearly and issues are resolved efficiently.<br>• Support day-to-day service activities by organizing information, tracking outstanding items, and helping keep client records current.<br>• Uphold established procedures and service standards to ensure work is completed in alignment with firm policies and regulatory expectations.