Senior Client Associate - Wealth Tech & Client Success

Savvy Wealth; New York (NY); On-site; USD 70,000 - 75,000; Full time

Benefits offered by this job

Competitive salary and equity

Unlimited PTO

Medical, dental, vision plans

401(k) and HSA/FSA

NYC office in Manhattan

Lunch and snacks in office

Mental health support programs

Employee assistance program

Job summary

Savvy Wealth in New York City is seeking a Senior Client Associate to deliver exceptional client service and support to multiple advisors. You will be an operational partner, handling day-to-day tasks and helping build scalable client servicing.

You will collaborate with Product and Operations to shape the roadmap, maintain client data in Salesforce, and ensure compliance. The role requires 2+ years in a similar role and strong Google Suite skills, with a detail-oriented, proactive mindset.

Qualifications

• 2+ years in a similar client-facing role at an RIA or broker-dealer
• Excellent interpersonal and communication skills
• Proficient with Google Suite and MS Office
• Detail-oriented, organized, able to juggle multiple tasks
• Willing to learn and adopt new technologies

Responsibilities

• Provide day-to-day operational support to Savvy wealth managers
• Execute client tasks, requests, and inquiries promptly
• Improve internal procedures for advisor and client experience
• Support onboarding of new clients and account transfers
• Assist advisors with transactions, billing, and reporting
• Maintain client data in Salesforce and other systems
• Ensure compliance with policies and protect client confidentiality
• Collaborate with CPAs, attorneys, and other professionals

Skills

Interpersonal communication

Client service

Google Suite

Detail-oriented

Fast learner

Strong communicator

Education

BA/BS in finance, economics, or related field

Series 7/66 or Series 65 licenses

Tools

Salesforce

MS Office

Job description

Savvy Wealth in New York City is seeking a Senior Client Associate to deliver exceptional client service and support to multiple advisors. You will be an operational partner, handling day-to-day tasks and helping build scalable client servicing.

You will collaborate with Product and Operations to shape the roadmap, maintain client data in Salesforce, and ensure compliance. The role requires 2+ years in a similar role and strong Google Suite skills, with a detail-oriented, proactive mindset.