Wealth Client Services Associate

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

Benefits offered by this job

Health benefits

401K

Twelve paid holiday days per year

Extra vacation day on your birthday

Sabbatical program after seven years

Flexible PTO policy

Job summary

Waverly Advisors, LLC is seeking a Client Service Associate for our Frederick, MD office. The role acts as the liaison between clients and advisors, ensuring accurate, timely service and strong communication.

You will handle account applications, paperwork, and money movements while maintaining regulatory compliance and high-quality client experiences. The ideal candidate brings at least five years in client service within financial services, a Bachelor's Degree or equivalent experience, and

Qualifications

• At least 5 years of client service experience in financial services.
• Bachelor's Degree or higher, or 5 years of financial services experience in lieu of degree.
• Experience with Raymond James and custodial platforms preferred.
• Accounting or bookkeeping experience is preferred.
• Experience in income tax or financial planning is preferred.
• Proficiency in Microsoft Office.

Responsibilities

• Provide client service support including account applications and paperwork.
• Respond to client requests promptly and professionally.
• Process client documents and custodial paperwork.
• Assist in meeting preparation and presentation materials.
• Schedule and review quarterly client reviews with advisors.
• Coordinate with custodians to manage client accounts.

Skills

Client service experience

Communication skills

Attention to detail

MS Office

Team player

Education

Bachelor's Degree

5 years experience in financial services

Tools

Raymond James

Custodial platforms

SharePoint

Salesforce

Job description

Waverly Advisors, LLC is seeking a Client Service Associate for our Frederick, MD office. The role acts as the liaison between clients and advisors, ensuring accurate, timely service and strong communication.

You will handle account applications, paperwork, and money movements while maintaining regulatory compliance and high-quality client experiences. The ideal candidate brings at least five years in client service within financial services, a Bachelor's Degree or equivalent experience, and