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  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 a Senior Client Service Associate to our team in our Atlanta, GA office. The Senior 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:

• Provides all client service support including account applications, custodial paperwork, investment advisory agreements and money movements, serving as a positive representative of the firm.
• 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.
• Reviews all quarterly reports and invoices, and schedules clients’ quarterly reviews with advisors.
• Works directly with a variety of custodians (Schwab, TD Ameritrade, Pershing Advisor Solutions, & Fidelity) to establish, maintain and update all new and existing client accounts.
• Tracks and updates client-related information in SharePoint and Redtail 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 custodians for verification of receipt and completed work.
• Assists with tracking client money movement requests and communicating that information to the advisor/planner, and notifying them if cash is available or if trades are needed.

Travel:

• No travel is required.

Qualifications and Experience:

• At least 3 years of client service experience in financial services.
• Bachelor’s Degree or higher or, in lieu of a college degree, 5 years of experience in financial services.
• Expertise in Outlook and proficient skills in the Microsoft Office suite.
• Familiarity with portfolio accounting systems is preferred.
• Experience with Schwab and/or Pershing, preferred.

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.

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:

• Health, Dental, and Vision benefit options
• 401K
• Nine paid holiday days per year, plus two floating holidays
• Extra vacation day on your birthday week
• Three weeks of PTO, increasing to four weeks after three years of service (PTO is accrued quarterly)
• Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed with us
• 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.   Interested in applying? If you believe you would be a good fit for our team and would like to be considered for this position, please send a resume and cover letter with salary requirements to Human Resources at hr@waverly-advisors.com.  

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ASSISTANT WEALTH ADVISOR

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 Assistant Wealth Advisor to our team in our Atlanta, GA office. The Assistant Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. The Assistant Wealth Advisor assists advisors with the operational needs of their clients, helps to manage client relationships, and actively participates in the advanced planning process. This is accomplished through ongoing communication, excellent client service and outstanding operational support. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team. A successful candidate will have the ability to effectively communicate with clients and team members, critical 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.  

Assistant Wealth Advisor Responsibilities:

• Facilitates the client consulting process through the preparation and follow-up of each step of the client experience and active participation in client meetings
• Supports advisors’ business development efforts
• Executes client requests, updates client information, and follows up on open items for advisors and clients
• Builds a strong wealth management acumen with an understanding of Waverly’s investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations
• Prepares client meeting material and attends client and/or prospect meetings
• Monitors clients’ asset allocations, rebalancing of portfolios, and trade recommendations by working with our internal trading team
• Manages completion of deliverables from start to finish with Client Service Associates and/or various internal and external parties as needed
• Provides diligent documentation of client communication and utilizes CRM software
• Serves day-to-day client needs and collaborates with team members to ensure the highest level of service
• Provides on-demand and scheduled reports to advisors and clients, as requested
• Participates in and contributes to team meetings, as assigned
• Reviews quarterly reports for accuracy
• Tracks and completes any special projects throughout the year as needed
• Manages client onboarding process and facilitates new account paperwork with admin team
• Utilizes various custodial platforms such as Schwab and Pershing to help maintain client accounts as needed

 

Travel:

• No travel is required.

 

Required Qualifications and Skills:

• Bachelor’s Degree required; strong preference given to MBA, CFA®, or CFP® professionals or those on track to earn any of these designations
• Detail-oriented self-starter with problem solving ability, adaptability, and flexibility
• Effective speaking and presentation skills
• Excellent writing proficiency
• Outstanding organizational skills and the ability to prioritize and balance multiple projects simultaneously
• Coachable with the ability to work in a team environment and independently
• Learning and development mindset and drive for continuous improvement
• Personal commitment to continuing education for professional development and growth
• Can-do attitude where no task is too big or small
• Proficient with Microsoft Office suite

Preferred Qualifications and Skills:

• One to five years’ experience in the financial services industry
• Desire to pursue CFA Certification
• Knowledge of Orion, Redtail, eMoney, Right Capital and/or custodial platforms

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:

• Health, Dental, and Vision benefit options
• 401K
• Nine paid holiday days per year, plus two floating holidays
• Extra vacation day on your birthday week
• Three weeks of PTO, increasing to four weeks after three years of service (PTO is accrued quarterly)
• Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed with us
• 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.  

Interested in applying?

If you believe you would be a good fit for our team and would like to be considered for this position, please send a resume and cover letter with salary requirements to Human Resources at hr@waverly-advisors.com.