Senior Client Associate

Savvy Wealth
Any Location, NY
Category Banking
Remote
Job Description
Savvy Wealth is a wealth management platform that modernizes human financial advice. We're looking for a Senior Client Associate to provide exceptional client service and support to our advisors.

Requirements

  • 2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer
  • Excellent interpersonal and communication skills
  • Strong technical skills in Google Suite applications

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
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