Senior Client Associate — WealthTech Ops, Unlimited PTO
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-22
Listing for:
Savvy Wealth, Inc.
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Savvy Wealth is seeking a Senior Client Associate to deliver exceptional client service and serve as an operational partner to multiple advisors in a fast-growing, independent advisory setting. You will help manage day-to-day client relationships and ensure smooth servicing across multiple accounts.
You will shape client servicing procedures, collaborate with Product and Operations on roadmap plans, and support onboarding, billing, and reporting.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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