Senior Client Success & Operations Lead

Openkrill; United States; À distance; USD 70 000 - 120 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Unlimited PTO

Medical, dental, and vision plans

401(k) with company match

NYC office in Union Square

Lunch and snacks in the office

Mental health care access

Counseling for stress management

Résumé du poste

Savvy Wealth is seeking a Senior Client Associate to deliver exceptional client service and operational support to multiple advisors in a fast-paced, high-growth environment. You will be the operations partner ensuring day-to-day client servicing and helping shape the future roadmap with Product and Operations teams.

Ideal candidates bring 2+ years in an RIA/broker-dealer, strong communication, and proficiency with Google Suite, MS Office, and Salesforce.

Qualifications

• 2+ years in a similar role at an RIA or broker-dealer with client and advisor interaction.
• High-energy, collaborative, self-starter attitude with ownership mentality.
• Excellent interpersonal and communication skills.
• Strong Google Workspace and MS Office skills.
• Detail-oriented and organized with multitasking ability.
• Adept at quickly learning new technologies.

Responsabilités

• Provide day-to-day operations and administrative support to wealth managers, fostering long-term client relationships.
• Execute client tasks, requests, and inquiries promptly.
• Identify opportunities to improve internal procedures for better advisor and client experience.
• Support onboarding, meeting prep, documentation collection, and account transfers.
• Assist advisors with investment transactions and reporting.
• Collaborate with CPAs, estate planning attorneys, business managers, insurance agents, and others.
• Maintain client data in Salesforce and other systems.
• Ensure compliance with policies and protect client confidentiality.

Connaissances

Client service

Communication

Google Suite

MS Office

Detail oriented

Ownership mindset

Problem solving

Team collaboration

Formation

BA/BS in finance or economics

Series 7 & 66 licenses

CFP/CPA/CFA designations

Outils

Salesforce

Description du poste

Savvy Wealth is seeking a Senior Client Associate to deliver exceptional client service and operational support to multiple advisors in a fast-paced, high-growth environment. You will be the operations partner ensuring day-to-day client servicing and helping shape the future roadmap with Product and Operations teams.

Ideal candidates bring 2+ years in an RIA/broker-dealer, strong communication, and proficiency with Google Suite, MS Office, and Salesforce.