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Senior Client Associate - AI-Driven Wealth

Job in New York, New York County, New York, 10261, USA
Listing for: Savvy Wealth
Full Time position Listed on 2026-11-13
Job specializations:
Salary/Wage Range or Industry Benchmark: 65000 - 75000 USD Yearly USD 65000.00 75000.00 YEAR

Job Description & How to Apply Below

Position: Senior Client Associate - AI-Driven Wealth Support
Location: New York

Savvy Wealth in New York City is seeking an experienced Senior Client Associate to deliver exceptional client service to advisors and their clients. You will act as an operational partner, manage day-to-day requests, and help shape client servicing processes while collaborating with Product and Operations to influence future roadmaps.

The ideal candidate has 2+ years in a similar role at an RIA or broker-dealer, strong communication, and proficiency with Google Suite and Salesforce.

Are you ready to take on the Senior Client Associate - AI-Driven Wealth Support role at Savvy Wealth?

The Senior Client Associate - AI-Driven Wealth Support role at Savvy Wealth is now open for applications in New York, NY, United States.

Join us at Savvy Wealth as our next Senior Client Associate - AI-Driven Wealth Support in New York, NY, United States.

Position Requirements

10+ Years work experience
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