Client Experience Specialist — Wealth Management
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Banking & Finance
Waverly Advisors, LLC in Frederick, MD is seeking a Client Service Associate to act as liaison between clients and advisors, providing comprehensive service with attention to detail. Responsibilities include processing account applications, custodial paperwork, meeting preparation, reviewing quarterly reports, coordinating with custodians (Raymond James) and updating SharePoint/Salesforce.
The role requires 3–5 years in financial services, a Bachelor’s degree or higher, and proficiency in
We invite applications for the Client Experience Specialist — Wealth Management position located in Baltimore, MD, United States.
The Client Experience Specialist — Wealth Management position in the Management & Operations, Sales field is open for applications.
We have an opening for a Client Experience Specialist — Wealth Management in Baltimore, MD, United States within Management & Operations, Sales.
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