Teams at Savvy Wealth

The Senior Client Associate manages operational support for advisors, enhancing client service, streamlining onboarding, and ensuring compliance while maintaining client data in Salesforce.

Manage end-to-end advisor transitions onto Savvy's platform: prepare and validate paperwork, run data validation, coordinate with custodians/vendors/internal teams, communicate with advisors, monitor progress, and improve transition processes to scale operations.

Provide day-to-day operational and administrative support to multiple advisors, executing client requests, onboarding, investment transactions, billing, and reporting. Maintain client data in Salesforce and ensure compliance while improving internal procedures and collaborating with Product and Operations to shape Savvy's client servicing function.