Savvy Wealth
Himalayas · Posted 20d ago
Senior Client Associate
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Indexed description
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
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