More jobs:
Wealth Client Services Associate
Job in
Frederick, Frederick County, Maryland, 21701, USA
Listed on 2026-08-22
Listing for:
Waverly Advisors, LLC
Full Time
position Listed on 2026-08-22
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management
Job Description & How to Apply Below
Waverly Advisors, LLC is seeking a Client Service Associate for our Frederick, MD office. The role acts as the liaison between clients and advisors, ensuring accurate, timely service and strong communication.
You will handle account applications, paperwork, and money movements while maintaining regulatory compliance and high-quality client experiences. The ideal candidate brings at least five years in client service within financial services, a Bachelor's Degree or equivalent experience, and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(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).
(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).
Search for further Jobs Here:
×