Senior Client Associate
New
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Savvy WealthWealth Management
Remote - USFull-TimeSenior
Salary$65K - $75K; $65K – $75K • Offers Equity • Offers Bonus; On Target Earnings $65K – $75K • Offers Equity • Offers Bonus
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Job Details
- Experience
- 2+ years of experience in a similar role
- Required Skills
- SalesforceMicrosoft OfficeComplianceGoogle WorkspaceAccount Management
Requirements
- 2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer.
- Experience interacting directly with clients and advisors.
- Strong technical skills in Google Suite (Docs, Sheets, Slides) and MS Office equivalents.
- Excellent interpersonal and communication skills.
- High-energy, collaborative, and self-starter attitude.
- Detail-oriented and organized with the ability to manage multiple priorities.
- Adept at quickly learning and adopting new technologies.
- Series 7 and 66 or Series 65 licenses (nice to have).
- BA/BS degree in finance, economics, or related field (nice to have).
- Advanced degrees or designations such as CFP, CPA, or CFA (nice to have).
- Prior experience using Salesforce (nice to have).
- Prior experience working with custodians such as Fidelity, Charles Schwab, or Pershing (nice to have).
Responsibilities
- Provide day-to-day operational and administrative support to Savvy wealth managers.
- Execute client tasks, requests, and inquiries in a timely manner.
- Improve internal procedures to enhance the advisor and client experience.
- Streamline prospecting, closing, and onboarding, including documentation and account transfers.
- Execute investment transactions and handle account billing and performance reporting.
- Coordinate with external professionals like CPAs, attorneys, and insurance agents.
- Maintain accurate client data in Salesforce and other internal systems.
- Ensure adherence to all required compliance policies and procedures.
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