Senior Client Associate – West Coast

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $70k - $75k / year

⏰ Full Time

🟠 Senior

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Savvy Wealth

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

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

• Provide day-to-day operations and administrative support to multiple Savvy wealth managers • Deliver timely execution of client tasks, requests, and inquiries • Improve internal procedures to enhance advisor and client experiences • Streamline prospecting, closing, and new-client onboarding, including meeting preparation, documentation, account creation, and transfers • Execute investment transactions and account billing and performance reporting tasks • Collaborate with CPAs, estate planning attorneys, business managers, insurance agents, and other professionals • Create and maintain client data in Salesforce and other systems • Ensure compliance with required policies and procedures • Maintain confidentiality of clients' personal and financial information • Work with Product and Operations teams to shape Savvy's product and advisory-services roadmap

🎯 Requirements

• 2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer • Experience interacting directly with clients and advisors • High-energy, collaborative, self-starter attitude with strong ownership mentality • Excellent interpersonal and communication skills • Strong technical skills in Google Suite applications, including Word, Excel, and PowerPoint, plus familiarity with Microsoft Office equivalents • Detail-oriented and organized, with ability to prioritize and manage multiple tasks • Ability to quickly learn and adopt new technologies • Series 7 and 66 or Series 65 licenses are nice to have • BA/BS degree in finance, economics, or related field is nice to have • Advanced degrees or designations such as CFP, CPA, or CFA are nice to have • Prior Salesforce experience is nice to have • Prior experience with custodians such as Fidelity, Charles Schwab, or Pershing Advisor Services is nice to have

🏖️ 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) and health concierge (Rightway) • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)