Client Experience Specialist - Wealth Advisory
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-22
Listing for:
Fayette Chamber of Commerce
Full Time
position Listed on 2026-08-22
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Office Administrator/ Coordinator
Job Description & How to Apply Below
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.
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