Senior Client Associate (West Coast)
EligibilityRemote, United States only
Languages
client serviceinvestment operationsGoogle SuiteExcelWordPowerPointSalesforceaccount onboarding
$70k–$75k/yr
Company profile
Savvy is reinventing what it looks like to be a financial advisor. Savvy is a registered investment advisor (RIA) that partners with independent financial advisors, providing a proprietary tech platform, marketing, investment management, and client services.
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1 open role