Senior Client Associate – West Coast

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

📋 Description

• Provide daily operational and administrative assistance to several Savvy wealth managers.

• Ensure the prompt execution of client tasks, requests, and inquiries.

• Enhance internal processes to improve the experiences of both advisors and clients.

• Optimize prospecting, closing, and onboarding of new clients, including meeting preparations, documentation, account setup, and transfers.

• Carry out investment transactions along with account billing and performance reporting duties.

• Collaborate with CPAs, estate planning attorneys, business managers, insurance agents, and other professionals.

• Create and maintain client information in Salesforce and other relevant systems.

• Guarantee compliance with all necessary policies and procedures.

• Safeguard the confidentiality of clients' personal and financial data.

• Partner with Product and Operations teams to influence Savvy's product and advisory-services strategy.

⛳️ Requirements

• A minimum of 2 years of experience in a comparable role within a registered investment advisory firm and/or broker-dealer.

• Proven experience in direct interactions with clients and advisors.

• A high-energy, collaborative, self-motivated individual with a strong sense of ownership.

• Exceptional interpersonal and communication abilities.

• Strong technical proficiency in Google Suite applications, including Word, Excel, and PowerPoint, along with familiarity with Microsoft Office equivalents.

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

• Ability to quickly learn and adapt to new technologies.

• Series 7 and 66 or Series 65 licenses are desirable.

• A BA/BS degree in finance, economics, or a related field is preferred.

• Advanced degrees or certifications such as CFP, CPA, or CFA are advantageous.

• Previous experience with Salesforce is a plus.

• Prior involvement with custodians like Fidelity, Charles Schwab, or Pershing Advisor Services is beneficial.

🏝️ Benefits

• Competitive salary and equity package.

• Unlimited paid time off (PTO) plus paid company holidays.

• Comprehensive medical, dental, and vision plans.

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

• Office located in the heart of Manhattan, NYC.

• Complimentary lunch and snacks provided in the office.

• Access to virtual mental health care services (Spring Health) and health concierge services (Rightway).

• Counseling services available for stress management, dependent care, nutrition, fitness, legal, and financial matters (Guardian WorkLifeMatters EAP).