Client Experience Specialist — Wealth Advisory

Waverly Advisors, LLC; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health, Dental, 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, LLC in Atlanta, GA is seeking a skilled Client Service Associate to support Wealth Advisors and deliver an exceptional client experience. You will help with account paperwork, onboarding, and daily operations.

Responsibilities include front desk oversight, documentation coordination, and timely client communication while ensuring compliance and professionalism across all interactions.

Qualifications

• Client service experience in an RIA or Broker/Dealer preferred.
• Bachelor’s degree in Finance, Business, or 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.

Responsibilities

• Serve as primary client contact and assist Wealth Advisors in developing and maintaining client relationships.
• Oversee front desk operations and maintain a professional, client-ready office environment.
• Provide administrative support including expense reporting, document coordination, supply and inventory tracking.
• Maintain office operations by stocking common areas, coordinating vendors and building needs.
• Provide client service support including account applications, custodial paperwork, investment advisory agreements, and money movements.
• Respond to client requests in a timely manner.
• Coordinate with Private Fund team on alternative investment subscriptions and redemptions.
• Work with Schwab and Fidelity to establish and update client accounts.
• Track client information in SharePoint and Salesforce.

Skills

Client Service

Communication

Organization

Detail-oriented

Team player

Proactive

Multi-tasking

Positive attitude

Education

Bachelor’s degree in Finance/Business/related field

Tools

Schwab

Fidelity

Pershing

CRM software

Job description

Waverly Advisors, LLC in Atlanta, GA is seeking a skilled Client Service Associate to support Wealth Advisors and deliver an exceptional client experience. You will help with account paperwork, onboarding, and daily operations.

Responsibilities include front desk oversight, documentation coordination, and timely client communication while ensuring compliance and professionalism across all interactions.