Senior Client Associate (West Coast)

Savvy
New York
Workplace: RemoteFull timeUSD 70,000 - 75,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 2+ yearsEducation: bachelorsSkills: ["Client service","Problem-solving","Communication","Collaboration","Ownership","Confidentiality","Attention to detail","Organization","Time management"]

Serve as an operational partner to multiple advisors, owning day-to-day client task execution and ensuring timely, high-quality support. Help refine standard operating procedures and build the client servicing function, partnering with Product and Operations on roadmap decisions. Streamline onboarding and account transfers, assist with transactions, billing, and performance reporting, maintain client data in Salesforce, and uphold required compliance while protecting client confidentiality.

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FursaFursa
Savvy
Savvy
2 days ago

Senior Client Associate (West Coast)

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Last checked: 2 hours agoStatus: Live

Job Summary

Serve as an operational partner to multiple advisors, owning day-to-day client task execution and ensuring timely, high-quality support. Help refine standard operating procedures and build the client servicing function, partnering with Product and Operations on roadmap decisions. Streamline onboarding and account transfers, assist with transactions, billing, and performance reporting, maintain client data in Salesforce, and uphold required compliance while protecting client confidentiality.
Location: New York
Workplace: Remote
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Provide day-to-day operations and administrative support for advisors and deliver exceptional client service to foster long-term relationships.
  • •Execute client tasks, requests, and inquiries in a timely, best-in-class manner.
  • •Improve internal procedures to enhance advisor and client experience.
  • •Streamline new client prospecting, closing, and onboarding, including meeting preparation and account creation/transfers.
  • •Assist with investment transactions and handle account billing and performance reporting; maintain client data in Salesforce and other systems while ensuring compliance and confidentiality.

Pay and Benefits

Salary: USD 70,000 - 75,000 annually
Perks:Health InsuranceDentalVision401kHsaFsaPaid LeavePaid Holidays

Key Requirements

  • •2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer, interacting directly with both clients and advisors.
  • •Detail-oriented self-starter with an ownership mentality and a collaborative, high-energy approach.
  • •Excellent interpersonal and communication skills.
  • •Strong technical skills in Google Suite (Word, Excel, PowerPoint) and familiarity with MS Office equivalents.
  • •Ability to prioritize and juggle multiple tasks while quickly learning and adopting new technologies.
Experience:2+ yearsWealth managementFinancial servicesRIABroker-dealer
Education:Bachelor's in finance, economics, or related field
Skills:Client serviceProblem-solvingCommunicationCollaborationOwnershipConfidentialityAttention to detailOrganizationTime management
Licenses:Series 7Series 66Series 65
Tech Stack:SalesforceGoogle SuiteWordExcelPowerPointMS OfficeClaudeSpring HealthRightwayGuardian WorkLifeMatters EAP

Company Brief

Savvy
Provides wealth management and financial planning services focused on helping individuals and families grow, preserve, and manage their wealth through personalized investment strategies and advisory support.
Industry: Wealth Management
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