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Savvy is a Series B registered investment advisor (RIA) reinventing wealth management by providing independent financial advisors with a modern, AI-native platform and full back-office support. The company has grown 500% YoY and serves 150+ employees with $105M in funding from top-tier investors.
As Senior Client Associate, you'll be a critical operational partner to multiple wealth advisors, ensuring their clients receive exceptional day-to-day support. You'll own the end-to-end client experience—from prospecting and onboarding through ongoing account management and service delivery. This is an early-stage role where you'll help build and standardize Savvy's client servicing function from the ground up.
Key responsibilities include: managing day-to-day operations and administrative support for wealth managers; executing client tasks, requests, and inquiries with excellence; streamlining new client prospecting, closing, and onboarding workflows; assisting with investment transactions, billing, and performance reporting; maintaining client data in Salesforce; collaborating with external professionals (CPAs, estate attorneys, insurance agents); and ensuring compliance with all regulatory requirements.
You'll work closely with Product and Operations teams to shape the future roadmap of Savvy's advisory services and internal procedures. The role requires strong interpersonal skills, meticulous attention to detail, and the ability to juggle multiple priorities in a fast-paced environment.
Required: 2+ years in a similar role at an RIA or broker-dealer with direct client and advisor interaction; high-energy, collaborative, self-starter mentality; excellent communication; strong proficiency in Google Suite and MS Office; detail-oriented and organized; quick learner with strong technical aptitude.
Nice-to-have: Series 7, 66, or 65 licenses; BA/BS in finance/economics; advanced designations (CFP, CPA, CFA); Salesforce experience; custodian platform experience (Fidelity, Schwab, Pershing).
