Savvy Wealth logo
Savvy Wealth

Forging the future of wealth management.

Senior Client Associate

GeneralGeneralFull TimeRemoteSeniorTeam 51-200Since 2021H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

2 days ago

Salary

$65K - $75K / year

Seniority

Senior

Bachelor Degree2 yrs expEnglish

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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