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

Originally posted on Himalayas

Senior Client Associate

Job Description

Requirements

Benefits