Client Experience Associate, Wealth Advisory

Waverly Advisors, LLC; Boston (MA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health, Dental, and Vision coverage

401(k) retirement plan with match and,

Twelve paid holidays each year

Birthday week extra vacation day

Paid sabbatical program after seven + 

Job summary

Waverly Advisors, LLC in Boston, MA seeks an experienced Client Service Associate to act as the liaison between clients and Wealth Advisors, delivering exceptional client service and accurate processing of accounts and paperwork.

The role requires strong communication, organization, and attention to detail, with exposure to custodians and CRM systems. Travel minimal; full-time position with comprehensive benefits.

Qualifications

• Bachelor’s degree in Finance, Business, or a related field; or 5 years’ experience in financial services.
• Experience with Schwab, Fidelity, and Pershing preferred.
• Familiarity with portfolio accounting systems and client relationship management software.

Responsibilities

• Serve as a primary contact for clients and assist Wealth Advisors in developing and maintaining client relationships.
• Provide client service support including account applications, custodial paperwork, investment advisory agreements and money movements.
• Respond to all internal and external client requests in a timely manner.
• Process documents from clients including advisory agreements and custodial paperwork.
• Assist in meeting preparation including binding and preparing presentation materials.
• Coordinate with Private Fund team on alternative investment subscriptions and redemptions.
• Work with custodians to establish and update client accounts (Schwab/Fidelity).
• Track client information in SharePoint and Salesforce.
• Notify Advisors if trades are needed related to client money movements.
• Process Required Minimum Distributions (RMDs) annually.
• Follow compliance policies; perform administrative duties.

Skills

Client communication

Detail orientation

Organizational skills

Team player

Verbal communication

Education

Bachelor’s degree in Finance/Business or related field

5 years financial services experience (in lieu of degree)

Tools

Schwab

Fidelity

Pershing

SharePoint

Salesforce

Job description

Waverly Advisors, LLC in Boston, MA seeks an experienced Client Service Associate to act as the liaison between clients and Wealth Advisors, delivering exceptional client service and accurate processing of accounts and paperwork.

The role requires strong communication, organization, and attention to detail, with exposure to custodians and CRM systems. Travel minimal; full-time position with comprehensive benefits.