Senior Client Associate - Wealth Tech & Client Success
Savvy Wealth
Savvy Wealth in New York City is seeking a Senior Client Associate to deliver exceptional client service and support to multiple advisors. You will be an operational partner, handling day-to-day tasks and helping build scalable client servicing. You will collaborate with Product and Operations to shape the roadmap, maintain client data in Salesforce, and ensure compliance. The role requires 2+ years in a similar role and strong Google Suite skills, with a detail-oriented, proactive mindset. #J-18808-Ljbffr Savvy Wealth
Vacancy posted 4 days ago
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