Senior Client Associate
Senior Client Associate
Senior Client Associate
Savvy
Savvy Wealth is a rapidly growing wealth management platform focused on modernizing financial advice through technology. The Senior Client Associate role involves providing exceptional client service, supporting wealth managers, and improving internal procedures to enhance client and advisor experiences.
Qualification
- Exceptional client service skills and experience in a client-facing role.
- Detail-oriented with strong problem-solving abilities.
- Excellent communication skills to foster long-term client relationships.
- Ability to work in a fast-paced and growing environment.
- Experience in operational support within financial services or wealth management.
Responsibility
- 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.
