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.

Identify, source, and nurture financial advisors with transferable books of business. Responsibilities include prospecting, lead qualification, and reporting.