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Waverly Advisors

St. Petersburg, Florida

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Financial Elements, Inc.

Rolling Meadows, Illinois

BELAY Solutions

United States - Nationwide

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Kahler Financial Group

Rapid City, South Dakota

truFP

Cumming, Georgia

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Apella Wealth

Atlanta, Georgia

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Apella Wealth

Knoxville, Tennessee

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Berkeley, Inc.

Boise, Idaho

Stepp & Rothwell, Inc.

Kansas

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Longview Financial Advisors, Inc.

Huntsville, Alabama

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Baylor Scott & White Health

Temple, Texas

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Baylor Scott & White Health

Remote,

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POM Pomona College

Claremont, California,

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Client Service Specialist and Trader
Title:  Client Service Specialist and Trader Supervisor Title:  Director of Financial Planning JOB SUMMARY At Aspyre, the Client Service Specialist plays a vital role in delivering exceptional service and operational support to our clients. This position is ideal for someone who thrives in a fast-paced, detail-oriented environment and is passionate about helping clients achieve clarity and confidence in their financial lives. You will work closely with advisors and the operations team to manage client accounts, execute investment trades, and ensure smooth day-to-day operations. Your contributions will help maintain trust, accuracy, and efficiency across all client interactions. This role is perfect for


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