Client Experience Specialist - Wealth Advisory

Fayette Chamber of Commerce; Atlanta (GA); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health, dental and vision coverage

401(k) with match and profit sharing

Twelve paid holidays

Birthday week extra vacation day

Flexible time off policy

Paid sabbatical after seven years

Job summary

Waverly Advisors in Atlanta, GA is seeking an experienced Client Service Associate to act as a vital liaison between clients and wealth advisors, delivering comprehensive client service and administrative support. You will manage front desk duties, process account applications, and coordinate with custodians to ensure accurate money movements.

The role requires strong communication, attention to detail, and the ability to juggle multiple tasks with a positive, proactive attitude.

Qualifications

• Client service experience in an RIA or Broker/Dealer, strongly preferred.
• Bachelor’s degree in Finance, Business, or a related field, or, in lieu of a college degree, 5 years of experience in financial services.
• Experience with Schwab, Fidelity, and Pershing preferred.
• Familiarity with portfolio accounting systems and client relationship management software is preferred.
• Proficiency in Microsoft Office.

Responsibilities

• Serves as a primary point of contact for clients and assists Wealth Advisors in developing and maintaining client relationships.
• Oversee front desk operations by greeting clients, managing calls and shared inboxes, handling mail and deliveries, and maintaining a professional, client-ready office environment.
• Provide administrative support including expense reporting, document coordination, supply and inventory tracking, and general office logistics.
• Maintain office operations and facilities by stocking common areas, coordinating vendors and building needs, and supporting overall workplace organization and safety.
• Provides all client service support including account applications, custodial paperwork, investment advisory agreements and money movements.
• Responds to all internal and external client requests in a timely manner.
• Processes all documents from clients including advisory agreements, account applications or other custodial paperwork.
• Assists in all meeting preparation including binding and preparing presentation materials.
• Coordinates with Private Fund team on any alternative investment subscriptions and redemptions.
• Works directly with a variety of financial custodians (Schwab and Fidelity) to establish, maintain and update all new and existing client accounts.
• Tracks and updates client-related information in SharePoint and Salesforce including contact information, investment advisory agreements, client-related notes and correspondence.

Skills

Client service experience

Proactive team player

Detail-oriented

Highly organized

Strong communication (oral)

Strong communication (written)

Time/ deadline management

Positive attitude

Willingness to learn

Education

Bachelor’s degree in Finance or Business

Tools

Schwab

Fidelity

Pershing

CRM software

Microsoft Office

Job description

Waverly Advisors in Atlanta, GA is seeking an experienced Client Service Associate to act as a vital liaison between clients and wealth advisors, delivering comprehensive client service and administrative support. You will manage front desk duties, process account applications, and coordinate with custodians to ensure accurate money movements.

The role requires strong communication, attention to detail, and the ability to juggle multiple tasks with a positive, proactive attitude.