Senior Client Associate - AI-Driven Wealth Support

Savvy Wealth; New York (NY); In loco; USD 65.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive salary and equity package

Unlimited PTO + paid holidays

Medical, dental, and vision plans

401(k), Commuter, and HSA/FSA plans

NYC office in the heart of Manhattan

Lunch and snacks provided

Mental health and wellness benefits

Descrizione del lavoro

Savvy Wealth in New York City is seeking an experienced Senior Client Associate to deliver exceptional client service to advisors and their clients. You will act as an operational partner, manage day-to-day requests, and help shape client servicing processes while collaborating with Product and Operations to influence future roadmaps.

The ideal candidate has 2+ years in a similar role at an RIA or broker-dealer, strong communication, and proficiency with Google Suite and Salesforce.

Competenze

• 2+ years in a similar role with an RIA or broker-dealer, including client/advisor interactions.
• Strong communication and collaboration skills; proactive and ownership-minded.
• Proficient with Google Suite and Salesforce or similar CRM.
• Detail-oriented with the ability to manage multiple tasks.

Mansioni

• Provide day-to-day client service and support to advisors and clients.
• Execute client tasks, requests, and inquiries promptly and accurately.
• Improve internal procedures for better advisor and client experience.
• Assist with onboarding, account creation, and transfers.

Conoscenze

Client service

Communication

Interpersonal skills

Google Suite

Attention to detail

Tech-savvy

Ownership mindset

Formazione

BA/BS in finance, economics, or related field

CFP/CPA/CFA (nice to have)

Strumenti

Salesforce

CRM systems

MS Office

Descrizione del lavoro

Savvy Wealth in New York City is seeking an experienced Senior Client Associate to deliver exceptional client service to advisors and their clients. You will act as an operational partner, manage day-to-day requests, and help shape client servicing processes while collaborating with Product and Operations to influence future roadmaps.

The ideal candidate has 2+ years in a similar role at an RIA or broker-dealer, strong communication, and proficiency with Google Suite and Salesforce.