Remote Client Experience Specialist — Wealth Advisory

Waverly Advisors, LLC; Sarasota (FL); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health, Dental, and Vision benefits

401K

Three weeks of PTO, increasing to four weeks after three years

Extra vacation day on your birthday week

Four weeks paid sabbatical after seven years

Job summary

A wealth management firm in Sarasota, FL is seeking a Client Service Associate to serve as a liaison between clients and advisors. The role requires at least 1 year of client service experience, excellent attention to detail, and strong verbal and written communication skills. This position starts remotely but transitions to a hybrid work model. Applicants will enjoy comprehensive benefits including health, dental, and generous PTO.

Qualifications

• At least 1 year of client service experience in an RIA or Broker/Dealer.
• Experience with Fidelity is required.
• Familiarity with portfolio accounting systems preferred.

Responsibilities

• Serve as the primary point of contact for clients and assist Wealth Advisors.
• Provide client service support including account applications and custodial paperwork.
• Respond to all client requests in a timely manner.

Skills

Client service experience

Attention to detail

Strong communication skills

Proficient in Microsoft Office

Ability to multitask

Education

Bachelor’s Degree or 5 years in financial services

Tools

Fidelity

SharePoint

Salesforce

Job description

A wealth management firm in Sarasota, FL is seeking a Client Service Associate to serve as a liaison between clients and advisors. The role requires at least 1 year of client service experience, excellent attention to detail, and strong verbal and written communication skills. This position starts remotely but transitions to a hybrid work model. Applicants will enjoy comprehensive benefits including health, dental, and generous PTO.