Senior Client Associate

Savvy Wealth

Senior Client Associate providing operational and client support for financial advisors in a remote capacity. Driving operational excellence and fostering long-term client relationships.

Posted 7/24/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and operational support within a registered investment advisory context, with a strong focus on compliance and process improvement. Proficient in utilizing Salesforce and Google Suite applications to enhance client service and streamline operations.

Highest-signal resume keywords

Client Relationship ManagementSalesforce ProficiencyInvestment Transaction ExecutionCompliance AdherenceGoogle Suite Applications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client OnboardingInvestment Strategy DocumentationAccount CreationPerformance ReportingDetail Orientation

Soft Skills

Interpersonal SkillsCommunication SkillsOrganizational SkillsCollaborationOwnership Mentality

Tools & Technologies

SalesforceGoogle SuiteMS Office

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 65 LicenseCFPCPACFA

Industry Keywords

Registered Investment AdvisoryBroker-DealerCustodiansFidelityCharles SchwabPershing Advisor Services

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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 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

Comp & perks

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)