Senior Client Associate

The Role:

The Savvy team is looking for an experienced Senior Client Associate who is ready to apply their exceptional client service skills to drive impact in a fast-paced and growing environment. In this role, you’ll serve as a dedicated operational partner to multiple advisors, ensuring their clients receive exceptional day-to-day support. The ideal candidate is detail-oriented, an excellent problem-solver, and a strong communicator who can help foster long-term client relationships.

This role will be critical in shaping our standard operating procedures and ensuring we set the highest standard for client and advisor support. As an early member of the Savvy team, you will help build out the client servicing function. You will also work closely with the Product and Operations teams to shape the future roadmap of Savvy's product and advisory services.

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.