Client Service Associate - Wealth Advisory, PTO
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Waverly Advisors, LLC is seeking an experienced Client Service Associate to join our Boulder, CO office. The role serves as the liaison between clients and Wealth Advisors, handling account applications, paperwork, and money movements with attention to detail and effective communication.
The ideal candidate has 2+ years of client service in a financial services setting, familiarity with Schwab, Fidelity, or Pershing, and a readiness to obtain the Series 65.
The Client Service Associate
- Wealth Advisory, Flexible PTO role at Waverly Advisors, LLC is now open for applications in Boulder, CO, United States.
This is a great opportunity to take on the Client Service Associate
- Wealth Advisory, Flexible PTO role at Waverly Advisors, LLC.
As a Client Service Associate
- Wealth Advisory, Flexible PTO, you will play an important part at Waverly Advisors, LLC in Boulder, CO, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).