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UM
RN - Registered Nurse - Med Surg - Part-time Days
UAB Medicine
Pell City, AL
- Part-time
Benefits for eligible positions only include: generous paid time off, paid parental leave, Associate Assistance Program, Tuition Reimbursement Program, and more
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RRT - Registered Respiratory Therapist - Nights - PRN
UAB Medicine
Birmingham, AL
Benefits for eligible positions only include: generous paid time off, paid parental leave, Associate Assistance Program, Tuition Reimbursement Program, and more
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RN - Registered Nurse - ICU - PRN
UAB Medicine
Pell City, AL
Benefits for eligible positions only include: Generous Paid Time Off, Paid Parental Leave, Associate Assistance Program, Tuition Reimbursement Program, and More
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FB
Greenwich - CT Seasonal Sales Associate, Part-Time - Store Name
Faherty Brand
Greenwich, CT
- Part-time
The Sales Associate is a key member of our customer service team who will exude energy that is upbeat and contagious. They will do what it takes to create a memorable impact on our…
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NM
Registered Nurse CDH OR Full-time Evenings Sign-on Bonus Available
Northwestern Memorial Healthcare
Winfield, IL
- $37 to $55.2 USD / hour
- Full-time
…apart as a leader in the healthcare industry. As an integral part of our team, you'll have the opportunity to join our quest for better health care, no matter where you work within the…
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Behavioral Health Therapist - Fully Licensed - 100% Remote
Monarch - Company
Laurinburg, NC
…comprehensive, competitive benefits package that supports full-time and part-time team members and their families. More than just a job, this opportunity with Monarch Healthcare will give…
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Fully Licensed Therapist - Remote - Your Compassion and Clinical Excellence Can Make a Difference. $3K Sign-on Bonus
Monarch - Company
Greensboro, NC
…comprehensive, competitive benefits package that supports full-time and part-time team members and their families. More than just a job, this opportunity with Monarch Healthcare will give…
Added 1 min ago
Production Operations Associate I
FIS Global
Canton, MA
As a Remittance Processing Associate, you’ll support the accurate and timely processing of customer payments in our lockbox operation. You’ll prepare payments for processing, handle…
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Associate Faculty for Life & Physical Science (Main-Campus)
Post University
Waterbury, CT
The Program of Life and Physical Science at Post University is seeking qualified, dynamic educators to join our pool of part-time Associate Faculty. Candidates will teach undergraduate…
Added 1 min ago
Associate Faculty for Life & Physical Science (Remote)
Post University
Waterbury, CT · SC
The Program of Life and Physical Science at Post University is seeking qualified, dynamic educators to join our pool of part-time Associate Faculty. Candidates will teach undergraduate…
Added 2 mins ago
TO
Human Resources Assistant - Transit
Town of Chapel Hill
Chapel Hill, NC
- $22.51 to $29.49 USD / hour
…good? Do you possess HR knowledge that you’d like to use to support an HR Business Partner who can help you grow professionally? Chapel Hill Transit is hiring a full time, benefited, HR…
Added 2 mins ago
A
Procurement Supplier Management
Actalent
Woburn, MA
- $40 to $50 USD / hour
Execute purchase orders and purchase order releases based on MRP requirements to support engineering and production needs.
Added 2 mins ago
Design Engineer
Actalent
Albany, NY
…installation instructions, and other technical documentation needed to support production and…
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Associate Center Clinical Director
ChenMed
Tampa, FL
The Associate Center Clinical Director will directly supervise and train primary care providers (PCPs) in his/her assigned center. The incumbent in this role is accountable for maximizing…
Added 2 mins ago
LL
Associate Product Manager
Language Line, LLC
Remote, United States
- $60,000 to $70,400 USD / year
The ideal candidate will support Product Manager(s) in defining product release requirements based on market problems. This candidate will work with Product Managers and Marketing…
Added 2 mins ago
Helly Hansen- PT Sales Associate
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Newport, RI
The Part Time Sales Associate is responsible for supporting sales performance, delivering exceptional customer experience, and executing day-to-day store operations. The Sales Associate…
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Lee wrangler- Seasonal Sales Associate
Kontoor
Calhoun, GA
The Part Time Sales Associate is responsible for supporting sales performance, delivering exceptional customer experience, and executing day-to-day store operations. The Sales Associate…
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Antimicrobial Stewardship and Resistance Program Specialist V
TX-HHSC-DSHS-DFPS
AUSTIN, TX
…clinicians, facilities, or health systems that need additional support to improve implementation of CDCs antibiotic stewardship Core Elements in different healthcare…
Added 3 mins ago
UO
Sonographer Rad/MS Pool/On-Call/UKHC
University of Kentucky
Lexington, KY
- $43 to $79 USD / hour
Registered Sonographer – RDMS and/or RT at time of hire, Basic Life Support certification via AHA within 90 days of hire
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Technician Sr - Technician Prin
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Station Servicer
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Fostoria, OH
Associate degree in electrical/mechanical/industrial maintenance technology or equivalent education and/or experience.
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Right of Way Agent Associate-Right of Way Agent Senior
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Assist the ROW Supervisor in providing functional support to other AEP Business Units in regard to questions and procedures in the acquisition of land and land rights.
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Dist Dispatcher Assc
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3) Demonstrate the highest standards of ethical behavior and support the Company's Corporate Compliance Policy
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Retail Brand Experience Key Holder-SAMPSON CROSSING SHOPPING CE
Bath and Body Works
Clinton, NC
No-cost mental health and wellbeing support for all associates. Plus, robust health, dental, vision and life insurance options for full-time associates.
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Retail Assistant Manager (Assistant Brand Experience Leader)-THE SHOPS AT MISSION VIEJO
Bath and Body Works
Mission Viejo, CA
At Bath & Body Works, we believe everybody deserves to feel good. When you join us, you're part of more than an iconic fragrance and personal care brand - you become part of Gingham Nation,…

Waverly Advisors, LLC

Client Service Associate

Boulder, CO, United States

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Job details

Experience: Bachelor’s degree in Finance, Business, or a related field, or, in lieu of a college degree, 5 years of experience in financial services.
Posting language: English
Posted: Nov 2, 2026

Original job description

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.

We are looking to add an experienced Client Service Associate to the team in our Boulder, CO office. The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving as the liaison between clients and advisors/financial planners, as part of our overall client experience. A successful candidate will have the ability to effectively communicate with clients and team members, excellent attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, promptness and the ability to anticipate needs are necessary in all tasks and responsibilities.

Responsibilities:

Serves as a primary point of contact for clients and assists Wealth Advisors in developing and maintaining client relationships.
Provides all client service support including account applications, custodial paperwork, investment advisory agreements and money movements.
Responds to all internal and external client requests in a timely manner.
Processes all documents from clients including advisory agreements, account applications or other custodial paperwork.
Assists in all meeting preparation including binding and preparing presentation materials.
Coordinates with Private Fund team on any alternative investment subscriptions and redemptions.
Works directly with a variety of financial custodians (Schwab and Fidelity) to establish, maintain and update all new and existing client accounts.
Tracks and updates client-related information in SharePoint and Salesforce including but not limited to contact information, investment advisory agreements, client-related notes and correspondence and other relevant information or documentation.
Tracks information sent to financial custodians for verification of receipt and completed work.
Assists with tracking client money movement requests and communicating that information to Advisors.
Notifies Wealth Advisors if trades are needed related to client money movement requests.
Processes Required Minimum Distributions (RMD’s) for clients on an annual basis.
Follows Waverly compliance policies and procedures related to client requests and other matters.
Administrative duties as needed.

Qualifications and Experience:

At least 2 years of client service experience in an RIA or Broker/Dealer, strongly preferred.
Bachelor’s degree in Finance, Business, or a related field, or, in lieu of a college degree, 5 years of experience in financial services.
Experience with Schwab, Fidelity, or Pershing required; Pershing strongly preferred.
Familiarity with portfolio accounting systems and client relationship management software is preferred.
Proficiency in Microsoft Office.

Competencies and Skills:

Proactive, team player who values building positive relationships with clients and colleagues.
Detail-oriented self-starter.
Highly organized.
Strong verbal and written communication skills.
Can-do attitude where no task is too big or small.
Ability to juggle demands of multiple people and deadlines.
Positive attitude with a willingness to learn.

Travel:

Minimal travel is required.

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift 15 pounds at times.
Must be able to access and navigate each department at the organization’s facilities.

Benefits:

Comprehensive Health, Dental, and Vision coverage to support your overall well‑being.
401(k) retirement plan with match and profit sharing to help you invest in your future.
Twelve paid holidays each year.
An extra vacation day during your birthday week - so you can celebrate you!
Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
Compensation commensurate with experience.

____________________________________________________________________________________

Legal:

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

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