Savvy Wealth is looking for a Senior Client Associate to serve as a dedicated operational partner to our advisors, ensuring their clients receive exceptional support. You'll be an early member of the team, helping build out the client servicing function in a fast-paced, advisor-centric environment.
What You'll Do
- Provide day-to-day operational and administrative support to wealth managers, fostering long-term client relationships.
- Own best-in-class execution of all client tasks, requests, and inquiries in a timely manner.
- Proactively improve internal procedures to enhance the advisor and client experience.
- Streamline new client prospecting, closing, and onboarding processes, including meeting prep and account transfers.
- Execute investment transactions and fulfill account billing and performance reporting tasks.
- Work closely with other professional advisors such as CPAs, attorneys, and insurance agents.
- Create and maintain client data in Salesforce and other systems.
- Ensure adherence to all required compliance policies and procedures.
- Protect client confidentiality regarding all personal and financial information.
What We're Looking For
- 2+ years of experience in a similar role at a registered investment advisory firm or broker-dealer.
- Direct experience interacting with both clients and advisors.
- A high-energy, collaborative, and self-starter attitude with an ownership mentality.
- Excellent interpersonal and communication skills.
- Strong technical skills in Google Suite applications and familiarity with MS Office equivalents.
- Detail-oriented and organized, with the ability to prioritize multiple tasks.
- Adept at quickly learning and adopting new technologies.
Nice to Have
- Series 7 and 66 or Series 65 licenses.
- BA/BS degree in finance, economics, or a related field.
- Advanced degrees or designations such as CFP, CPA, or CFA.
- Prior experience using Salesforce.
- Prior experience working with custodians like Fidelity, Charles Schwab, or Pershing Advisor Services.
Technical Stack
- Google Suite
- MS Office
- Salesforce
Team & Environment
You will be an early member of the Savvy team, helping build out the client servicing function within an inclusive work environment that values diversity and individual contributions.
Benefits & Compensation
- Competitive salary and equity package.
- Unlimited PTO + paid company holidays.
- Access to holistic medical, dental, and vision plans.
- Company 401(k), Commuter, and HSA/FSA plans.
- NYC office in the heart of Manhattan.
- Lunch and snacks provided in the office.
- Access to virtual mental health care (Spring Health), vision benefits (XP Health), and a health concierge (Rightway).
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP).
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
