Senior Client Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee daily operations and provide administrative support to Savvy wealth managers, ensuring exceptional client service and nurturing long-term client relationships.

• Deliver top-tier execution of all client tasks, requests, and inquiries promptly.

• Actively identify opportunities to enhance Savvy's internal processes to achieve the optimal experience for both advisors and clients.

• Optimize the processes for new client prospecting, closing, and onboarding, which include preparing for meetings, gathering account and investment strategy documentation, and facilitating account creation and transfers.

• Support advisors by executing investment transactions and managing account billing and performance reporting tasks.

• Collaborate closely with other professional advisors, including CPAs, estate planning attorneys, business managers, insurance agents, and others.

• Establish and maintain client data within Salesforce and other systems.

• Ensure that Savvy complies with all necessary policies and procedures related to compliance.

• Safeguard client confidentiality by protecting all personal and financial information.

⛳️ Requirements

• A minimum of 2 years of experience in a similar position within a registered investment advisory firm and/or broker-dealer, including direct interaction with clients and advisors.

• A high-energy, collaborative, and self-motivated individual; ready to take initiative and demonstrate a strong sense of ownership.

• Outstanding interpersonal and communication abilities.

• Proficient technical skills in Google Suite applications—Word, Excel, and PowerPoint—and familiar with their MS Office counterparts.

• Detail-oriented and organized, capable of prioritizing and managing multiple tasks simultaneously.

• Quick to learn and adapt to new technologies.

• Preferred qualifications include:

• - Series 7 and 66 or Series 65 licenses.

• - BA/BS degree in finance, economics, or a related field.

• - Advanced degrees or designations such as CFP, CPA, CFA.

• - Previous experience with Salesforce.

• - Experience working with custodians like Fidelity, Charles Schwab, or Pershing Advisor Services.

🏝️ Benefits

• Competitive salary and equity package.

• Unlimited PTO plus paid company holidays.

• Access to comprehensive medical, dental, and vision plans.

• Company 401(k), Commuter, and HSA/FSA plans.

• Office located in the vibrant heart of Manhattan.

• Lunch and snacks available in the office.

• Access to virtual mental health care (Spring Health), vision-related benefits (XP Health), and health concierge services (Rightway) to assist you in finding appropriate care.

• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial matters (Guardian WorkLifeMatters EAP).