Savvy Wealth · 12 hours ago
Senior Client Associate
New York, NY
Full-time
Onsite
Mid, Senior Level
$70K/yr - $75K/yr
2+ years expSavvy Wealth is a company focused on modernizing the wealth management industry through innovative technology solutions. The Senior Client Associate will provide operational support to financial advisors, ensuring exceptional client service and fostering long-term relationships while contributing to the development of standard operating procedures.
FinanceFinTechInformation TechnologyFinancial ServicesPersonal FinanceWealth Management
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
Qualification
Required
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
Preferred
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
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)
Company
Savvy Wealth
Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$105.8MKey Investors
Alumni Ventures,Industry VenturesAlumni Ventures,Canvas PrimeThe House Fund
2025-07-02Series B· $72M
2024-08-05Series A· $15.5M
2022-11-10Series A· $11M
Leadership Team
Ritik Malhotra
Founder & CEO
Recent News
2026-02-12
2025-09-24
2025-09-24
Company data provided by crunchbase