Senior Client Service Associate, Wealth Management
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Finance & Banking
Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Job Description & How to Apply Below
Waverly Advisors, LLC in Boulder, CO seeks an experienced Senior Client Service Associate to be the liaison between clients and Wealth Advisors, handling account applications, paperwork, money movements, and responsive service. You will support meetings, coordinate with custodians, and maintain client records with accuracy.
The role requires 5+ years in client service within an RIA or broker/dealer, a Finance/Business degree (or 5 years in financial services), proficiency in MS Office, and
Join us at Waverly Advisors, LLC as our next Senior Client Service Associate, Wealth Management in Boulder, CO, United States.
The Senior Client Service Associate, Wealth Management role at Waverly Advisors, LLC is now open for applications in Boulder, CO, United States.
We are currently recruiting a Senior Client Service Associate, Wealth Management for our team 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).