More jobs:
Client Experience Associate, Wealth Advisory
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-09-09
Listing for:
Waverly Advisors, LLC
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
Waverly Advisors, LLC in Boston, MA seeks an experienced Client Service Associate to act as the liaison between clients and Wealth Advisors, delivering exceptional client service and accurate processing of accounts and paperwork.
The role requires strong communication, organization, and attention to detail, with exposure to custodians and CRM systems. Travel minimal; full-time position with comprehensive benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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