Forging the future of wealth management.
Senior Client Associate
Location
United States
Posted
2 days ago
Salary
$65K - $75K / year
Seniority
Senior
Job Description
Senior Client Associate
Savvy Wealth
• Responsible for day-to-day operations and administrative support of Savvy wealth managers, providing exceptional client service and fostering long-term client relationships. • Own best-in-class execution of all client tasks, requests and inquiries in a timely manner. • Proactively seek out opportunities to improve Savvy's internal procedures in pursuit of the best advisor and client experience. • Streamline new client prospecting, closing, and onboarding processes including meeting preparation, obtaining account and investment strategy documentation, and driving account creation and transfers. • Assist advisors by executing investment transactions and fulfilling account billing & performance reporting tasks. • Work closely with other professional advisors such as CPAs, estate planning attorneys, business managers, insurance agents, and more. • Create and maintain client data in Salesforce and other systems. • Ensure Savvy is adhering to all required compliance policies and procedures. • Protect clients by maintaining confidentiality of all personal and financial information.
Job Requirements
- 2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer including experience interacting directly with clients AND advisors.
- A high-energy, collaborative, and self-starter attitude; willing to roll up your sleeves and have an incredible ownership mentality.
- Excellent interpersonal and communication skills.
- Strong technical skills in Google Suite applications--Word, Excel, and Powerpoint-- and familiarity with the MS Office equivalents.
- Detail-oriented and organized, with the ability to prioritize and juggle multiple tasks at once.
- Adept at quickly learning and adopting new technologies.
- Nice to have:
- Series 7 and 66 or Series 65 licenses.
- BA/BS degree in finance, economics, or related field.
- Advanced degrees or designations such as CFP, CPA, CFA
- Prior experience using Salesforce
- Prior experience working with custodians such as Fidelity, Charles Schwab, or Pershing Advisor Services
Benefits
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch and snacks provided in the office
- Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
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