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© All Rights Reserved. ApplyBlast.com
Waverly Advisors
Waverly Advisors is seeking an experienced Client Service Associate to serve as the primary liaison between clients and financial advisors in their Huntsville, AL office. This role focuses on delivering exceptional client service by managing account documentation, coordinating with custodians, and supporting wealth advisors in maintaining strong client relationships. The ideal candidate will bring strong organizational skills, attention to detail, and a proactive attitude to enhance the overall client experience.
As a fee-only fiduciary, our financial advisors offer asset and wealth management, investment, tax, estate and financial planning services.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Waverly Advisors.
Waverly Advisors didn’t post a salary, so this is our estimate from similar listings.