Manager, Client Services (West Coast)

Savvy Wealth

3 months ago

3.7 on Glassdoor

Onsite

Full Time

Manager

2 applicants

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About this role

The Manager, Client Services (West Coast) at Savvy Wealth is responsible for leading a regional team of Client Service Associates and Managers to ensure exceptional service delivery and advisor experiences. This leadership role includes overseeing onboarding execution, performance management, and operational performance across key service metrics. The position requires close collaboration with cross-functional teams, handling escalations, and maintaining advisor relationships while operating in a fast-paced, high-volume environment, leveraging expertise in wealth management operations and client service.

Skills

Qualifications

Series 7 licenseSeries 66 licenseBA/BS degree in finance, economics, or related field

About Savvy Wealth

savvywealth.com

Savvy is a technology-driven wealth management firm that specializes in providing tailored financial services and advice to clients across the United States. With a user-friendly digital platform at its core, Savvy offers personalized financial roadmaps, investment management, retirement planning, and various other services designed to enhance clients' financial wellbeing. As a registered investment advisor, the company emphasizes a customized approach, ensuring that each client receives the attention and strategy necessary to achieve their unique financial goals. Savvy aims to redefine traditional wealth management by integrating advanced technology with expert human insight.