[ support ]
Senior Client Associate (west Coast)
Savvy- Location
- Remote
- Work mode
- Remote
- Type
- full time
- Listed
Applications go directly to Savvy. Ramai takes no fee for placement and no money for ranking.
[ About this role ]
Senior Client Associate at Savvy Wealth, a remote role on the West Coast. This position involves running day-to-day operations and client support for financial advisors, leveraging AI tools like Claude.
Skills and focus areas
- client services
- wealth management
- ai enablement
- revops
Summary written by Ramai from the original posting. Full details and requirements are on Savvy’s careers page.
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