Client Service Associate
Waverly Advisors LLC
Waverly Advisors, LLC is seeking a Client Service Associate to join our Frederick, MD office. You will serve as the liaison between clients and advisors, handling account applications, paperwork, and money movements with an emphasis on accuracy and timely communication. The role requires strong written and verbal communication, attention to detail, and a proactive, team-focused approach. Prior Raymond James experience and a background in financial services are highly valued. #J-18808-Ljbffr
Vacancy posted 12 hours ago
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