Senior Client Associate — AI-Driven Wealth Experience

Savvy Wealth, Inc.; United States; Hybrid; USD 70.000 - 100.000; Vollzeit

Benefits dieser Stelle

Competitive salary and equity package

Unlimited PTO + paid holidays

Medical, dental, and vision plans

401(k) plan

NYC office in Manhattan

Zusammenfassung

Savvy Wealth, Inc. is seeking an experienced Senior Client Associate to provide dedicated operational support to multiple advisors and deliver exceptional day-to-day client service in a fast-growing wealth management environment.

The role emphasizes accuracy, problem-solving, and collaboration with Product and Operations to shape the roadmap of Savvy's advisory services. This is a hybrid NYC-area position with a client-first mindset.

Qualifikationen

• 2+ years of experience in a similar role with an RI A or broker-dealer.
• High-energy, collaborative, ownership mentality with strong communication.
• Excellent interpersonal skills and ability to manage multiple tasks.
• Proficiency with Google Suite and basic MS Office applications.

Aufgaben

• Provide day-to-day operations and administrative support to Savvy wealth managers.
• Deliver exceptional client service and foster long-term relationships.
• Execute client tasks and inquiries in a timely manner.
• Identify opportunities to improve internal procedures and advisor experience.
• Assist advisors with prospecting, onboarding, and account transfers.
• Support investment transactions and account billing & performance reporting.
• Collaborate with CPAs, attorneys, and other professionals as needed.
• Maintain client data in Salesforce and ensure compliance with policies.

Kenntnisse

Client service

Communication

Google Suite

Salesforce

Attention to detail

Ausbildung

BA/BS in finance or related field

Tools

Salesforce

MS Office

Jobbeschreibung

Savvy Wealth, Inc. is seeking an experienced Senior Client Associate to provide dedicated operational support to multiple advisors and deliver exceptional day-to-day client service in a fast-growing wealth management environment.

The role emphasizes accuracy, problem-solving, and collaboration with Product and Operations to shape the roadmap of Savvy's advisory services. This is a hybrid NYC-area position with a client-first mindset.