ClientServiceManager

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 Client Service Manager to our team. The Client Service Manager is responsible for overseeing client service support across assigned regions, ensuring consistent service standards, operational continuity, and strong day-to-day execution. This role serves as a resource to Client Service Associates and advisors by managing coverage, monitoring workload, resolving escalated service and custodial issues, and helping implement operational improvements across the firm. Responsibilities: Oversee day-to-day client service support across assigned regions, including managing Client Service Associate coverage, coordinating back-up assignments, and serving as an operational or interim resource when staffing gaps arise. Monitor regional workflow, task queues, dashboards, and team capacity to help maintain service levels, balanced workloads, and timely completion of operational responsibilities. Support and help resolve escalated service, custodial, and operational issues, including money movement review responsibilities, account restrictions, required minimum distribution monitoring, and other recurring deadlines. Partner with Operations, Portfolio Management, Advisors, Regional Directors, and other internal teams to implement process improvements, support new initiatives, and maintain consistent service standard