Senior Client Associate

🔥 4 minutes ago

🇺🇸 United States – Remote

💵 $65k - $75k / year

⏰ Full Time

🟠 Senior

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Savvy Wealth

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

Savvy Wealth is a technology-driven wealth management firm that offers innovative financial planning and investment management services to high net worth individuals. The company combines advanced technology with experienced financial advisors to provide personalized financial strategies tailored to each client's unique needs. With a focus on transparency and client interests, Savvy Wealth empowers clients to track their investments and financial performance in an easily accessible dashboard, ensuring a seamless and comprehensive financial management experience.

📋 Description

• 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.

🎯 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)