Jobs in the United States

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Added 5 mins ago
FB
Financial Representative - Tukwila, WA
Fidelity Brokerage Services LLC
Tukwila, WA · Seattle, WA
- $45,000 to $75,000 USD / year
…Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the…
Added 7 mins ago
Assistant Store Manager - Bleecker
DOEN
New York, NY
Must have experience managing a cash drawer, reconciling cash receipts and experience performing all duties associated with end of day closing
Added 9 mins ago
Senior Consumer Engagement Professional
Go365, LLC
Work at Home, KY
4+ years of related wellness, healthcare, loyalty, or consumer- facing service experience
Added 11 mins ago
Mainframe Systems Programmer - CICS
Ensono
Jefferson City, MO
We are a client-facing business, but we do encourage clients to allow us to work remotely most of the time so if you are not required to be on a client site, you can choose to work from…
Added 16 mins ago
Seasonal Retail Commission Sales Associate - Fine Jewelry, Trumbull
Macy's
Trumbull, CT
1-2 years of related experience required
Added 16 mins ago
Seasonal Retail Commission Sales Associate - Fine Jewelry, Valley View Mall
Macy's
Roanoke, VA
1-2 years of related experience required
Added 16 mins ago
M
Retail Customer Experience Associate, Streets of South Point - Full Time
Macy's
Durham, NC
- Full-time
In this role, you’ll also play a key part in client relationship building through outreach tools like My Client and social media. Your collaborative approach with peers, store leaders, and…
Added 41 mins ago
Physical Therapy Assistant
Compassus Providence Holdings, LLC
Torrance, CA
…team, the therapist assumes responsibility for communication of client related issues for appropriate team members or other facility/agency staff and participates in the collection and…
Added 41 mins ago
Physical Therapy Assistant
Compassus Providence Holdings, LLC
Napa, CA
…team, the therapist assumes responsibility for communication of client related issues for appropriate team members or other facility/agency staff and participates in the collection and…
Added 51 mins ago
Sales Associate, Land.com - South Texas
CoStar
United States
This role is home-based, but the candidate must be based in South Texas and close to a major commercial airport to meet clients in person · * Candidates must possess a current and valid driver’s license
Added 51 mins ago
Sales Associate, Land.com- Knoxville, TN or Asheville, NC
CoStar
United States
* Candidates must possess a current and valid driver’s license
Added 51 mins ago
C
Sales Associate, Land.com - Upstate New York
CoStar
New York
- $60,000 to $70,000 USD / year
This role is home-based, but the candidate must be based in New York and close to a major commercial airport to meet clients in person · * Candidates must possess a current and valid driver’s license
Added 51 mins ago
MM
Area Chief of Staff
Medical Management International, Inc.
Banfield Sterling, VA
- $160,000 to $190,000 USD / year
The primary purpose and function of the Area Chief of Staff is to lead, develop and manage associate veterinarians in their hospitals to ensure Banfield can attract, develop, engage and…
Added 51 mins ago
MM
Area Chief of Staff
Medical Management International, Inc.
Banfield Gainesville, VA · Banfield Clifton, VA · Banfield Manassas Bull Run, VA
- $160,000 to $190,000 USD / year
The primary purpose and function of the Area Chief of Staff is to lead, develop and manage associate veterinarians in their hospitals to ensure Banfield can attract, develop, engage and…
Added 51 mins ago
MM
Area Chief of Staff
Medical Management International, Inc.
Banfield Chantilly, VA · Banfield Reston, VA · Banfield South Riding, VA · Banfield Herndon Fox Mill, VA · Banfield Herndon, VA
- $160,000 to $190,000 USD / year
The primary purpose and function of the Area Chief of Staff is to lead, develop and manage associate veterinarians in their hospitals to ensure Banfield can attract, develop, engage and…
Added 51 mins ago
MM
Area Chief of Staff
Medical Management International, Inc.
Banfield Fairlakes, VA · Banfield Falls Chrch, VA · Banfield Fairfax, VA · Banfield Vienna, VA · Banfield Chantilly Greenbriar TC, VA
- $160,000 to $190,000 USD / year
The primary purpose and function of the Area Chief of Staff is to lead, develop and manage associate veterinarians in their hospitals to ensure Banfield can attract, develop, engage and…
Added 55 mins ago
Group Rooms Coordinator
Concord Hospitality
Duluth, GA
Our “Associate First” culture supports and inspires personal development both within the workplace and beyond. Concord’s associates are what our company is built on, and we strive to…
Added 55 mins ago
CH
Hotel Front Desk Reception
Concord Hospitality
Novi, MI
- Up to $20 USD / hour
Resolve service concerns through customer service problem-solving and clear client communication.
Added 59 mins ago
AB
QuickBooks Bookkeeper: Full-Time or Part-Time
ATD BOOKKEEPING SOLUTIONS OF OAKLAN
Clarkston, MI
- $16 to $25 USD / hour
- Full-time
- Part-time
This is a Full-Time, in office position (Part-Time may be available, but not guaranteed). Office hours are Monday through Friday 8:30am-5pm. Positional application testing prior to…
Added 1 hour ago
Platform Security Manager
Accenture LLP Company
NY
(If Associate's Degree, must have minimum 6 years work experience)
Added 1 hour ago
Accenture Media Suite Presales Manager
Accenture LLP Company
NY
(If Associate’s Degree, must have minimum 6 years work experience)
Added 1 hour ago
Responsible AI - Advisor Specialist
Accenture LLP Company
NY
(If Associate’s Degree, must have minimum 6 years work experience)
Added 1 hour ago
Responsible AI - Advisor Manager/Senior Manager
Accenture LLP Company
NY
(If Associate’s Degree, must have minimum 6 years work experience)
Added 1 hour ago
Manufacturing Execution Systems (MES) Manager | Apprentice.io
Accenture LLP Company
NY
(If associate degree, must have a minimum of 6 years’ work experience)
Added 1 hour ago
AB
QuickBooks Bookkeeper AR AP Full or Part Time
ATD BOOKKEEPING SOLUTIONS OF OAKLAN
Lexington, KY
- $18 to $25 USD / hour
- Part-time
MUST HAVE CURRENT QUICKBOOKS ONLINE OR DESKTOP EXPERIENCE

Waverly Advisors, LLC

Senior Client Service Associate

Boulder, CO, United States

Apply on job-boards.greenhouse.io About employer

Applications open in a new tab.

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 Senior 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 5 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.
Series 65 or willingness to obtain series 65.

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.

Compensation:

80k-130k to 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.

Apply on job-boards.greenhouse.io About employer

More about this job

Skills

Financial planning
Communicate with customers
Attention to detail
Communication skills
Organizational skills
Cleaning
Microsoft SharePoint
Salesforce
Documentation
Regulatory compliance
Administrative support
Microsoft Office

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Work requirements

Jobs in the United States