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Client Experience & Wealth Operations Associate

Waverly Advisors, LLC

A leading wealth management firm in Atlanta is seeking a Client Service Associate to enhance client relations and ensure exceptional service. The ideal candidate will have at least 2 years of client service experience, ideally within a financial setting. Responsibilities include being the main contact for clients, supporting Wealth Advisors, and managing front desk operations. Additionally, a detail-oriented and proactive approach is vital. The firm offers comprehensive benefits and a supportive work environment. #J-18808-Ljbffr Waverly Advisors, LLC

Vacancy posted 1 day ago
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