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Senior Client Associate (West Coast)

Savvy Wealth· Advisor Services
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Remote$70k - $75kFull-timePosted 11mo ago

About the role

Senior Client Associate focused on delivering exceptional client service and operational support to multiple advisors within Savvy Wealth, shaping client servicing SOPs and collaborating with Product and Operations to influence roadmap.

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.

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.
  • 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.

Skills

Required:Client service and relationship managementOperational executionOnboarding and prospecting processesInvestment transaction supportCompliance & confidentialityGoogle Suite / MS Office
Nice to have:Salesforce

Benefits

  • Competitive salary and equity package
  • We offer a generous relocation package to help top talent make the move to our NYC office
  • Unlimited PTO + paid company holidays
  • Access to holistic medical, dental, and vision plans
  • Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
  • NYC office in Union Square
  • Lunch and snacks provided in the office, & dinner if you stay late
  • Access to virtual mental health care (Spring 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)
Last updated Oct 14, 2026. Interested? Apply on the company site.

About Savvy Wealth

Experience Wealth Management, Redefined.

Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind.

wealth managementfinancial adviceinvestment managementretirement planningestate planningtax strategy
Company profileWebsite

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