Senior Client Associate — Wealth Ops & Client Growth

Savvy Wealth; United States; Remote; USD 85,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Unlimited PTO

Medical benefits

401(k)

Office in Manhattan

Job summary

Savvy Wealth is seeking an experienced Senior Client Associate to serve as an operational partner to multiple advisors, delivering exceptional client service and support. You’ll shape client servicing procedures and collaborate with Product and Operations to influence Savvy's roadmap.

You will own day-to-day operations, onboarding, and ongoing client interactions, fostering strong relationships while ensuring compliance and data integrity across systems. NYC-area presence required.

Qualifications

• 2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer including experience interacting directly with clients AND advisors.
• High-energy, collaborative, self-starter attitude with ownership mindset.
• Excellent interpersonal and communication skills.
• Strong technical skills in Google Suite applications and familiarity with MS Office.
• Detail-oriented and organized with ability to juggle multiple tasks.

Responsibilities

• Provide day-to-day operations and admin support for Savvy wealth managers and foster client relationships.
• Execute client tasks, requests, and inquiries in a timely manner.
• Improve internal procedures for better advisor and client experience.
• Support prospecting, onboarding, and account creation processes.
• Assist advisors with investment transactions and billing/reporting tasks.
• Collaborate with CPAs, attorneys, and other professionals.
• Maintain client data in Salesforce and other systems.
• Ensure compliance with policies and protect client confidentiality.

Skills

Client service

Communication

Google Workspace

Multi-tasking

Detail oriented

Education

BA/BS in finance or related field

Tools

Salesforce

MS Office

Job description

Savvy Wealth is seeking an experienced Senior Client Associate to serve as an operational partner to multiple advisors, delivering exceptional client service and support. You’ll shape client servicing procedures and collaborate with Product and Operations to influence Savvy's roadmap.

You will own day-to-day operations, onboarding, and ongoing client interactions, fostering strong relationships while ensuring compliance and data integrity across systems. NYC-area presence required.