Senior Client Associate — Wealth Tech & AI Enablement

savvy; United States; On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Unlimited PTO

Medical, dental, vision

401(k)

NYC office in Manhattan

Lunch provided

Mental health resources

EAP counseling

Job summary

Savvy Wealth seeks a Senior Client Associate to deliver exceptional day-to-day client service and operational support for multiple advisors. You will act as an essential partner, ensuring timely responses and high-quality client experiences.

The role shapes standard operating procedures, collaborates with Product and Operations to influence Savvy's roadmap, and helps scale the client servicing function as the team grows.

Qualifications

• 2+ years in a similar role at an RIA or broker-dealer with client interaction.
• High-energy, collaborative, ownership mindset.
• Excellent interpersonal and communication skills.
• Strong Google Suite and general MS Office familiarity.
• Detail-oriented, organized, and able to multitask.
• Willingness to learn new technologies.

Responsibilities

• Support day-to-day operations and client service for Savvy wealth managers.
• Execute client tasks, requests and inquiries promptly.
• Improve internal procedures to enhance advisor and client experience.
• Support prospecting, onboarding, account creation, and transfers.
• Assist advisors with investment transactions and billing/reporting.
• Collaborate with CPAs, estate planners, and other professionals.
• Maintain client data in Salesforce and other systems.
• Ensure compliance with all policies and confidentiality.

Skills

Client service

Communication

Attention to detail

Team collaboration

Problem solving

Tech proficiency: Google Suite

Education

BA/BS degree in finance, economics, or related field

Tools

Salesforce

Job description

Savvy Wealth seeks a Senior Client Associate to deliver exceptional day-to-day client service and operational support for multiple advisors. You will act as an essential partner, ensuring timely responses and high-quality client experiences.

The role shapes standard operating procedures, collaborates with Product and Operations to influence Savvy's roadmap, and helps scale the client servicing function as the team grows.