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Senior Client Associate
Senior Client Associate
Savvy WealthAbout the role
Savvy Wealth is seeking an experienced Senior Client Associate to join their Advisor Services team. This role involves serving as a dedicated operational partner to multiple financial advisors, providing exceptional day-to-day support to their clients in a fast-paced, growing environment. The ideal candidate will be detail-oriented, an excellent problem-solver, and a strong communicator, critical in shaping standard operating procedures and building out the client servicing function. You will also collaborate with Product and Operations teams to influence the future roadmap of Savvy's offerings.
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