Job Overview
Location
Remote
Job Type
Full-time
Category
Customer Success
Date Posted
May 19, 2026
Full Job Description
đź“‹ Description
- • Serve as a dedicated operational partner to multiple financial advisors, providing exceptional day-to-day client service and fostering long-term client relationships.
- • Own the end-to-end execution of all client tasks, requests, and inquiries with precision and timeliness, ensuring seamless advisor and client experiences.
- • Proactively identify and implement improvements to internal procedures to enhance efficiency and elevate the standard of advisor and client support.
- • Streamline the entire new client lifecycle, including prospecting, closing, and onboarding by preparing for meetings, gathering account and investment strategy documentation, and driving account creation and transfers.
- • Execute investment transactions and fulfill account billing and performance reporting tasks on behalf of financial advisors.
- • Collaborate with external professional advisors such as CPAs, estate planning attorneys, business managers, and insurance agents to coordinate client needs and ensure consistent service delivery.
- • Accurately create, update, and maintain client data within Salesforce and other internal systems to ensure data integrity and regulatory compliance.
- • Ensure adherence to all compliance policies and procedures, protecting client confidentiality and safeguarding personal and financial information at all times.
- • Act as a key liaison between clients, advisors, and internal teams including Product and Operations to surface feedback and shape future product and service enhancements.
- • Support the scaling of client servicing operations during a period of rapid company growth, contributing to the development of standardized workflows and best practices.
- • Manage high volumes of administrative and client-facing tasks with exceptional organizational skills, prioritizing effectively to meet deadlines and maintain quality.
- • Demonstrate fluency in Google Suite applications (Word, Excel, PowerPoint) and proficiency with MS Office equivalents to complete complex documentation, reporting, and data management tasks.
- • Rapidly adopt and master new technologies and systems as the platform evolves, adapting to changing operational demands.
- • Maintain a high-energy, collaborative, and ownership-driven mindset, willing to take initiative and contribute beyond core responsibilities to support team and company goals.
- • Contribute to building the foundational client servicing function from the ground up as an early member of the Savvy team.
🎯 Requirements
- • 2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer including direct interaction with clients and advisors.
- • High-energy, collaborative, and self-starter attitude with strong ownership mentality.
- • Excellent interpersonal and communication skills.
- • Strong technical skills in Google Suite (Word, Excel, PowerPoint) and familiarity with MS Office equivalents.
- • Detail-oriented and organized, with proven ability to prioritize and juggle multiple tasks simultaneously.
- • Adept at quickly learning and adopting new technologies.
🏖️ 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.
- • NYC office in the heart of Manhattan.
- • Lunch and snacks provided in the office.
- • Access to virtual mental health care (Spring Health), vision benefits (XP Health), and health concierge (Rightway).
- • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP).
Skills & Technologies
Spring
Senior
Remote
Degree Required
About Savvy Insurance Services, Inc.
Savvy combines technology and human financial advisors to provide wealth management services. The firm delivers personalized financial plans and investment strategies tailored to individual client goals. Savvy's advisors are located across the U.S. and can be found through their online search tool, with a focus area for each advisor. The company offers a dashboard for clients to track investments and progress towards financial goals. Savvy targets a wide range of clients, offering specialized services, such as P&G employee benefits and small business tax planning. Savvy has over $3 billion in assets under management.
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