Senior Client Associate
About The Position
Savvy Wealth is a rapidly growing wealth management company that is modernizing the industry with a digital-first platform. They aim to improve the client experience and reduce the manual workload for financial advisors by leveraging AI-powered software, automated sales and marketing, and seamless back-office workflows. The company has secured significant funding and is backed by prominent investors. Savvy has achieved substantial growth in Assets Under Management (AUM) and is looking to expand its product offerings and revenue. The team consists of experienced professionals from leading tech and finance companies. The role of Senior Client Associate is crucial for supporting multiple advisors and ensuring exceptional day-to-day client support. The ideal candidate will be detail-oriented, a strong problem-solver, and an excellent communicator, contributing to long-term client relationships. This position will play a key role in developing standard operating procedures, establishing high standards for client and advisor support, and helping to build out the client servicing function as an early member of the team. Collaboration with Product and Operations teams to influence the future roadmap of Savvy's product and advisory services is also a key aspect of this role.
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 Haves
- 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
Responsibilities
- 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.
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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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
