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Client Experience Specialist — Financial Services
Job in
Frederick, Frederick County, Maryland, 21701, USA
Listed on 2026-06-16
Listing for:
Waverly Advisors, LLC
Full Time
position Listed on 2026-06-16
Job specializations:
-
Finance & Banking
Financial Services, Banking & Finance, Financial Advisor
Job Description & How to Apply Below
Waverly Advisors, LLC in Frederick, MD is looking for a Client Service Associate to join our wealth management team. This role is pivotal in providing excellent service and communication with clients, processing paperwork, and liaising between advisors and clients.
The ideal candidate should possess strong organizational skills and at least two years of relevant client service experience in financial services, preferably with knowledge of Raymond James systems.
We offer a competitive benefits package and a supportive work environment.
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