Jobs in the United States

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Added 1 min ago
Intelligent Transportation Systems (ITS) Sr. Technician
City of Wilmington
Wilmington, NC
…determines when additional personnel are required to perform the task in an acceptable time…
Added 1 min ago
Tiger Team Technician II
RWE
Taft, TX
Associate degree in Wind School and/or Mechanical degree preferred
Added 2 mins ago
Lead CNC Programmer - Broach/Repair
GE Gas Turbines (Greenville) L.L.C.
United States
Bachelor’s Degree, Associate’s Degree, or Machinist Apprentice (or similar) graduate with 3 years of experience with graphical based CAM System CNC Programming [OR] High School Degree w/6…
Added 2 mins ago
Supply Chain Analyst
Penske
Dearborn, MI
Ability to work independently and multi task required
Added 2 mins ago
KC
Teacher at G. Harold Antrim Elementary School
KCE Champions LLC
United States
- $15.95 to $21.55 USD / hour
Outstanding customer service skills, strong organizational skills, and the ability to multi-task and handle multiple situations effectively
Added 2 mins ago
KC
Teacher at G. Harold Antrim Elementary School
KCE Champions LLC
United States
- $15.95 to $21.55 USD / hour
Outstanding customer service skills, strong organizational skills, and the ability to multi-task and handle multiple situations effectively
Added 2 mins ago
KC
Teacher at Belmar Elementary School
KCE Champions LLC
United States
- $15.95 to $21.55 USD / hour
Outstanding customer service skills, strong organizational skills, and the ability to multi-task and handle multiple situations effectively
Added 2 mins ago
KC
Before and After School Teacher at Mary K. Goode Elementary
KCE Champions LLC
United States
- $15 to $20.25 USD / hour
Outstanding customer service skills, strong organizational skills, and the ability to multi-task and handle multiple situations effectively
Added 2 mins ago
KC
Before and After School Teacher at Leroy L. Wood Elementary
KCE Champions LLC
United States
- $15 to $20.25 USD / hour
Outstanding customer service skills, strong organizational skills, and the ability to multi-task and handle multiple situations effectively
Added 2 mins ago
KC
Before and After School Teacher at Mildred Aitken Elementary
KCE Champions LLC
United States
- $15 to $20.25 USD / hour
Outstanding customer service skills, strong organizational skills, and the ability to multi-task and handle multiple situations effectively
Added 2 mins ago
KC
Teacher at Eliot Intermediate School
KCE Champions LLC
United States
- $15 to $20.25 USD / hour
Outstanding customer service skills, strong organizational skills, and the ability to multi-task and handle multiple situations effectively
Added 2 mins ago
Teacher at Forest Park Elementary
KCE Champions LLC
United States
Outstanding customer service skills, strong organizational skills, and the ability to multi-task and handle multiple situations effectively
Added 2 mins ago
Teacher at North Side Elementary School
KCE Champions LLC
United States
Outstanding customer service skills, strong organizational skills, and the ability to multi-task and handle multiple situations effectively
Added 2 mins ago
KC
After School Teacher at Foothill Knolls STEM Academy of Innovation
KCE Champions LLC
United States
- $16.9 to $22.85 USD / hour
Outstanding customer service skills, strong organizational skills, and the ability to multi-task and handle multiple situations effectively
Added 2 mins ago
KC
After School Teacher at Upland Elementary School
KCE Champions LLC
United States
- $16.9 to $22.85 USD / hour
Outstanding customer service skills, strong organizational skills, and the ability to multi-task and handle multiple situations effectively
Added 2 mins ago
KC
After School Teacher at Sycamore Elementary School
KCE Champions LLC
United States
- $16.9 to $22.85 USD / hour
Outstanding customer service skills, strong organizational skills, and the ability to multi-task and handle multiple situations effectively
Added 3 mins ago
W
Inventory Specialist
Walgreens
SHELBURNE, VT
- $18.5 to $23.5 USD / hour
Added 3 mins ago
Paying Agent Loan Associate Analyst
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As a Loan Associate Analyst, you will be responsible for performing day-to-day lender service operations including one or more of the following loan servicing functions:
Added 3 mins ago
HC
Testing Specialist
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MD
- $22 USD / hour
Outstanding organizational skills, including the ability to identify and set priorities, multi-task, manage large volumes of records and files, and meet deadlines.
Added 4 mins ago
Medical Laboratory Technician/Medical Laboratory Scientist (PRN)
External Brand
Austin, TX
Associate degree in Clinical Laboratory Science or MLT with completion of school laboratory training.
Added 5 mins ago
Senior Network Engineer / FISMA Compliance Support - PCLOB
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Support Task 3 FISMA readiness and continuous compliance activities by applying the NIST Risk Management Framework (RMF) and NIST SP 800-53 Rev. 5 requirements to network/security controls,…
Added 6 mins ago
Breakfast Attendant |Pm Hotel Group |Comfort inn and Suites Downtown stadium
PM New
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Service of food and beverage to include the order-taking and delivery of any food and/or beverage items. This task is to be handled in a friendly, courteous, helpful, timely and…
Added 8 mins ago
Retail Team Leader
Ollie's Bargain Outlet
Glasgow, KY
Ensure proper scheduling and staffing for effective unload/processing of merchandise to the sales floor while driving associate productivity, daily task assignment, and customer service…
Added 8 mins ago
Retail Team Leader
Ollie's Bargain Outlet
Willimantic, CT
Ensure proper scheduling and staffing for effective unload/processing of merchandise to the sales floor while driving associate productivity, daily task assignment, and customer service…
Added 8 mins ago
Retail Team Leader
Ollie's Bargain Outlet
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Ensure proper scheduling and staffing for effective unload/processing of merchandise to the sales floor while driving associate productivity, daily task assignment, and customer service…

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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