Destava

Client Service Associate

Clearstead Advisors LLC is hiring for Client Service Associate in Norfolk, VA. Junior level. First seen October 10, 2026; open as of November 7, 2026. Jobs taken straight from company career pages — no aggregator in between.

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Company
Clearstead Advisors LLC
Where
Norfolk, VA
Level
Junior
First seen
October 10, 2026
Listed via
Paylocity

What the posting says

This position serves as a primary and or secondary point of contact for clients, supports Managing Directors, and ensures smooth execution of all operational and administrative activities. The CSA is responsible for managing day-to-day client service needs, coordinating with custodians, preparing meeting materials, and contributing to the overall efficiency and professionalism of the team. This individual must be highly organized, detail oriented, solutions focused, exceptional team player, and committed to maintaining the highest standards of client service. This role also requires strong…

Read more and apply on Clearstead Advisors LLC's site

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