Senior Client Associate (West Coast)

The role

You will serve as an operational partner to multiple advisors to provide day-to-day client support. You will also help build the client servicing function and work with Product and Operations teams to shape the product roadmap.

What you will do

• Provide day-to-day operations and administrative support of wealth managers.
• Execute all client tasks, requests and inquiries in a timely manner.
• Improve internal procedures for advisor and client experience.
• Streamline new client prospecting, closing, and onboarding processes.
• Assist advisors by executing investment transactions and fulfilling account billing and performance reporting tasks.
• Work closely with professional advisors such as CPAs, estate planning attorneys, business managers, and insurance agents.
• Create and maintain client data in Salesforce and other systems.
• Ensure adherence to all required compliance policies and procedures.
• Protect clients by maintaining confidentiality of all personal and financial information.

Required qualifications

• 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.
• High-energy, collaborative, and self-starter attitude.
• Excellent interpersonal and communication skills.
• Strong technical skills in Google Suite applications including Word, Excel, and Powerpoint.
• Familiarity with MS Office equivalents.
• Detail-oriented and organized.
• 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
• Generous relocation package to NYC office
• Unlimited PTO
• Paid company holidays
• Access to holistic medical, dental, and vision plans
• Company 401(k) including Mega backdoor Roth options
• Commuter plans
• HSA/FSA plans
• Lunch and snacks provided in the office
• Dinner if you stay late
• Access to virtual mental health care (Spring Health)
• Health concierge (Rightway)

About the company

Savvy is a registered investment advisor that provides a modern, AI-native home for independent advisors. The company offers a proprietary tech platform, marketing support, and investment management to help advisors grow.