Jontisha G.
Senior Client Service Associate @Waverly Advisors, LLC
Signup · Get unlimited contacts
WORK HISTORY
Senior Client Service Associate @Waverly Advisors, LLC
US
EDUCATION
Georgia State University
Bachelor of Arts (B.A.), Psychology
ABOUT JONTISHA G.
I am a Senior Client Service Associate with over 5 years of experience supporting wealth management firms and high-net-worth clients. My expertise includes onboarding new clients, coordinating complex asset movements, ensuring compliance, and delivering \"white glove\" service that builds trust and long-term relationships.At Waverly Advisors, I partner closely with advisors and operations teams to streamline workflows, resolve escalations quickly, and enhance the overall client experience. I\'m skilled in working across major custodial platforms (Schwab Advisor Center, Fidelity\'s Wealthscape, Pershing, Interactive Brokers, Orion) as well as CRM systems like Redtail and Salesforce.I am passionate about continuous improvement - finding smarter ways to support advisors, strengthen client relationships, and ensure accuracy in every step of the process. Outside of work I also lead and mentor women in my local community, which further strengthens my leadership and relationship building skills.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.