Client Service Associate: Client Care & Planning

Waverly Advisors, LLC; Baltimore (MD); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Health, Dental, and Vision

401K

Twelve paid holidays

Birthday week off

Sabbatical program after seven years

Flexible time off policy

Job summary

Waverly Advisors, LLC is seeking a Client Service Associate to join our Frederick, MD office. You will serve as the liaison between clients and advisors, handling account applications, paperwork, and money movements with an emphasis on accuracy and timely communication.

The role requires strong written and verbal communication, attention to detail, and a proactive, team-focused approach. Prior Raymond James experience and a background in financial services are highly valued.

Qualifications

• At least 5 years of client service experience in financial services.
• Bachelor’s Degree or higher or, in lieu of a college degree, 5 years of experience in financial services.
• Experience with Raymond James and custodial platforms, strongly preferred.
• Experience in accounting or bookkeeping is preferred.
• Experience in income tax or financial planning is preferred.

Responsibilities

• Provide all 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 all documents from clients including advisory agreements, account applications or other custodial paperwork.
• Assist in all meeting preparation including binding and preparing presentation materials.
• Review all quarterly reports and invoices, and schedules clients’ quarterly reviews with advisors.
• Work directly with custodians (primarily Raymond James) to establish and maintain client accounts.
• Track and update client-related information in SharePoint and Salesforce.
• Assist with tracking client money movement requests and communicating that information to advisors.

Skills

Client service

Financial services

Microsoft Office

Communication

Team player

Education

Bachelor’s Degree or higher

Tools

Raymond James

Job description

Waverly Advisors, LLC is seeking a Client Service Associate to join our Frederick, MD office. You will serve as the liaison between clients and advisors, handling account applications, paperwork, and money movements with an emphasis on accuracy and timely communication.

The role requires strong written and verbal communication, attention to detail, and a proactive, team-focused approach. Prior Raymond James experience and a background in financial services are highly valued.