Senior Client Associate (West Coast)

Summary

Savvy Wealth is a registered investment advisor that provides independent financial advisors with technology, investment management, marketing, and client services support. The Senior Client Associate will provide operational and administrative support to multiple advisors, manage client requests and onboarding, improve servicing procedures, and collaborate with Product and Operations teams.

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

Skills

• 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
• 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

Qualifications

Must Haves

• 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

Benefits

• Equity package
• Unlimited PTO
• Paid company holidays
• Access to holistic medical, dental, and vision plans
• Company 401(k) plan
• Commuter plan
• 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) 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)