Senior Client Associate — WealthTech Ops, Unlimited PTO

Savvy Wealth, Inc.; Northern (KY); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary and equity package

Unlimited PTO

Medical, dental, and vision plans

Company 401(k)

NYC office in Manhattan

Lunch and snacks provided

Mental health care access

Guardian Work-Life support services

Job summary

Savvy Wealth is seeking a Senior Client Associate to deliver exceptional client service and serve as an operational partner to multiple advisors in a fast-growing, independent advisory setting. You will help manage day-to-day client relationships and ensure smooth servicing across multiple accounts.

You will shape client servicing procedures, collaborate with Product and Operations on roadmap plans, and support onboarding, billing, and reporting.

Qualifications

• 2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer.
• High-energy, collaborative, ownership mentality.
• Excellent interpersonal and communication skills.
• Strong technical skills in Google Suite applications (Word, Excel, PowerPoint).
• Detail-oriented and organized with ability to multitask.
• Adept at quickly learning new technologies.

Responsibilities

• Day-to-day operations and administrative support for Savvy wealth managers, delivering exceptional client service.
• Own execution of client tasks, requests and inquiries in a timely manner.
• Proactively improve internal procedures for better advisor and client experience.
• Streamline onboarding and prospecting processes, including meeting prep and documentation.
• Assist advisors with investment transactions and account billing/reporting tasks.
• Collaborate with CPAs, attorneys, business managers, insurers, and other professionals.
• Create and maintain client data in Salesforce and other systems.
• Ensure adherence to compliance policies and protect client confidentiality.

Skills

Client service

Communication

Team collaboration

Ownership mentality

Problem solving

Education

BA/BS in finance or related field

Series 7/66 licenses (nice to have)

CFP/CPA/CFA (nice to have)

Tools

Salesforce

Google Workspace

MS Office

Job description

Savvy Wealth is seeking a Senior Client Associate to deliver exceptional client service and serve as an operational partner to multiple advisors in a fast-growing, independent advisory setting. You will help manage day-to-day client relationships and ensure smooth servicing across multiple accounts.

You will shape client servicing procedures, collaborate with Product and Operations on roadmap plans, and support onboarding, billing, and reporting.