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About the Role
Savvy Wealth is seeking an experienced Senior Client Associate to provide exceptional client service and operational support to multiple advisors. This role is crucial for shaping standard operating procedures, building the client servicing function, and collaborating with Product and Operations teams to enhance the company's offerings.
Responsibilities
- Manage day-to-day operations and administrative support for wealth managers, ensuring exceptional client service.
- Execute client tasks, requests, and inquiries promptly and efficiently.
- Identify opportunities to enhance internal procedures for optimal advisor and client experience.
- Streamline client prospecting, closing, and onboarding processes, including meeting preparation and account management.
- Assist advisors with investment transactions, billing, and performance reporting.
- Collaborate with external professional advisors such as CPAs and attorneys.
- Maintain client data accurately in Salesforce and other systems.
- Ensure compliance with all required policies and procedures.
- Maintain confidentiality of client personal and financial information.
Requirements
- Minimum of 2 years of experience in a similar role within a registered investment advisory firm or broker-dealer.
- Direct experience interacting with both clients and advisors.
- High-energy, collaborative, and self-starter attitude with a strong ownership mentality.
- Excellent interpersonal and communication skills.
- Proficiency in Google Suite applications (Word, Excel, PowerPoint) and familiarity with MS Office equivalents.
- Detail-oriented with strong organizational and multitasking abilities.
- Ability to quickly learn and adopt new technologies.
Skills
- Client Service
- Operations Management
- Administrative Support
- Salesforce
- Google Suite
- Microsoft Office
- Communication
- Interpersonal Skills
- Problem-Solving
- Detail-Oriented
- Organization
- Time Management
- Technology Adoption
Location
- NYC office
Work Type
- Full-time
Experience Level
- Senior
Education Level
- BA/BS degree in finance, economics, or related field (preferred)
- Advanced degrees or designations such as CFP, CPA, CFA (preferred)
Salary/Compensations
- Competitive salary and equity package
Benefits
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- 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)
- Health concierge (Rightway)
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
About the Company
- Savvy Wealth is reinventing the wealth management industry with an AI-native approach.
- We partner with experienced financial advisors, providing them with a proprietary tech platform, client portal, marketing, investment management, and client services.
- Our AI-native platform, Savvy Intelligence, offers a comprehensive view of a client's financial picture.
- We are a Series B company with approximately 150 employees, experiencing over 500% year-over-year growth.
- Backed by $105M in funding from prominent investors.
- Recognized as a Certified Great Place to Work, Newsweek's America's Greatest Startup Workplaces (2026), and Fortune Best Workplaces in New York™ (2026).