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Senior Client Associate - Wealth Tech & Client Ops
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-16
Listing for:
Savvy Wealth
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A growing wealth management firm in New York is seeking a Senior Client Associate to provide exceptional client service and operational support. The ideal candidate should have at least 2 years of experience in a financial advisory setting, excellent communication skills, and be detail-oriented. You will assist advisors with client management and ensure compliance with policies.
This role offers a competitive salary, equity package, and benefits including unlimited PTO and comprehensive health plans.
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Position Requirements
10+ Years
work experience
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