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About the Role
Savvy is seeking an experienced Senior Client Associate to provide exceptional client service and operational support to multiple advisors in a fast-paced, growing environment. This role is crucial for shaping standard operating procedures, building the client servicing function, and collaborating with Product and Operations teams to influence the future roadmap.
Responsibilities
- Manage day-to-day operations and administrative support for wealth managers, ensuring exceptional client service and fostering long-term relationships.
- Execute client tasks, requests, and inquiries efficiently and effectively.
- Identify opportunities to enhance internal procedures for improved advisor and client experience.
- Streamline client prospecting, closing, and onboarding processes, including meeting preparation, documentation, and account transfers.
- Assist advisors with investment transactions and manage account billing and performance reporting.
- Collaborate with external professional advisors such as CPAs, estate planning attorneys, and business managers.
- Maintain client data accuracy in Salesforce and other systems.
- Ensure adherence to all compliance policies and procedures.
- Protect client confidentiality by safeguarding personal and financial information.
Requirements
- Minimum of 2 years of experience in a similar role within a registered investment advisory firm or broker-dealer, including direct client and advisor interaction.
- 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 skills and the ability to manage multiple priorities.
- Adept at quickly learning and adopting new technologies.
Skills
- Client Service
- Operations
- Administrative Support
- Salesforce
- Google Suite
- Microsoft Office
- Compliance
- Confidentiality
- Interpersonal Skills
- Communication Skills
- Problem-Solving
- 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)
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
- Lunch and snacks provided in the office
- Access to virtual mental health care (Spring 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 a registered investment advisor (RIA) reinventing wealth management with a modern, AI-native approach.
- They partner with experienced financial advisors, providing a business-in-a-box solution including a proprietary tech platform, client portal, marketing, investment management, and client services.
- Savvy's AI-native platform, Savvy Intelligence, offers a complete financial picture for clients.
- The company is a Series B, with approximately 150 employees and over 500% year-over-year growth, backed by $105M in funding.
- Savvy Wealth is recognized as a Certified Great Place to Work, including accolades from Newsweek and Fortune.
Equal Opportunity
- Savvy Wealth is an equal opportunity employer committed to fostering an inclusive work environment that values diversity and individual contributions.