About this role
Client Service Associate at Waverly Advisors, LLC. Location: Frederick, Maryland, United States. Role: processing documents, managing accounts, tracking movements Requirements: 2+ years client service experience in financial services; Bachelor’s degree or 5 years' experience; experience with Raymond James/custodial platforms preferred; proficiency in Microsoft Office, SharePoint, and Salesforce; strong communication and organizational skills. Category: Customer Service Seniority: Entry Level Tools: Microsoft Office, Microsoft SharePoint, Salesforce, Raymond James Commitment: Full Time Workplace: Onsite Languages: English