Senior Client Associate - Wealth Ops & Client Experience

Savvy; United States; Remote; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive salary and equity package

Unlimited PTO + paid holidays

Medical, dental, and vision plans

Company 401(k) and benefits

NYC office in Manhattan

Lunch and snacks in office

Mental health care access

Counseling for stress management and E

Job summary

Savvy Wealth is seeking an experienced Senior Client Associate to act as a dedicated operational partner to multiple advisors, ensuring clients receive exceptional day-to-day support. You’ll help shape SOPs, foster strong client relationships, and work with Product and Operations to influence Savvy's roadmap.

You will focus on high-quality client service, process improvement, and efficient coordination with internal teams to support growth. NYC-based role with a collaborative, fast-paced culture.

Qualifications

• 2+ years in a similar role with an RIA and/or broker-dealer; direct client and advisor interaction.

Responsibilities

• Provide day-to-day operations and administrative support for wealth managers and clients, delivering exceptional service and building long-term relationships.
• Execute client tasks, requests, and inquiries in a timely manner.
• Identify opportunities to improve internal procedures for better advisor and client experience.
• Streamline onboarding, prospecting, and account transfers; prepare meetings and gather documentation.
• Assist advisors with investment transactions and account billing & performance reporting.
• Collaborate with CPAs, estate planning attorneys, business managers, insurers, and other professionals.
• Maintain client data in Salesforce and other systems.
• Ensure compliance with all policies and procedures.
• Protect client information and confidentiality.

Skills

Client service

Communication

Google Workspace

Detail-oriented

Ownership mentality

Education

BA/BS in finance or economics

CFP/CPA/CFA designation

Series 7 and 66 licenses

Tools

Salesforce

Job description

Savvy Wealth is seeking an experienced Senior Client Associate to act as a dedicated operational partner to multiple advisors, ensuring clients receive exceptional day-to-day support. You’ll help shape SOPs, foster strong client relationships, and work with Product and Operations to influence Savvy's roadmap.

You will focus on high-quality client service, process improvement, and efficient coordination with internal teams to support growth. NYC-based role with a collaborative, fast-paced culture.