Senior Client Associate - Remote

Overview

The Senior Client Associate will provide operational support for Savvy's wealth managers, enhancing client service and fostering long-term relationships in a rapidly growing environment.

In Short

• Provide day-to-day operations and administrative support for wealth managers.
• Ensure exceptional client service and relationship building.
• Streamline client prospecting and onboarding processes.
• Assist in executing investment transactions and account management.
• Maintain client data in Salesforce and ensure compliance.
• Collaborate with professional advisors and maintain confidentiality.
• Proactively seek improvements in internal procedures.
• Detail-oriented and organized with strong communication skills.
• Work closely with Product and Operations teams.
• Help build out the client servicing function.

Requirements

• 2+ years of experience in a similar role.
• Excellent interpersonal and communication skills.
• Strong technical skills in Google Suite applications.
• Detail-oriented and organized.
• Adept at learning new technologies.
• High-energy, collaborative, and self-starter attitude.

Benefits

• Competitive salary and equity package.
• Unlimited PTO and paid company holidays.
• Access to best-in-class medical, dental, and vision plans.
• Company 401(k), Commuter, and HSA/FSA plans.
• Access to virtual mental health care and counseling services.