Top 9 Registered client associate Jobs in “remote”

Senior Client Associate
Savvy Wealth —Remote
- $65,000 - $75,000 a year
- Full-time
- Remote
- CPA
- Bachelor of Science
- Finance
- Health savings account
- Paid holidays
Associate Wealth Advisor
EARNED —Remote
- $80,000 - $100,000 a year
- Full-time
- Bachelor of Science
- Office
- 3 years
- Health insurance
- Dental insurance
Onboarding Consultant, Client Success FULLY REMOTE - U.S. ONLY
Slavic401K —Boca Raton, FL
- $52,000 - $80,000 a year
- Full-time
- Remote
- Mid-level
- 3 years
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
10d
Wealth Advisor, Investments
Centura Wealth Advisory —Remote
- $150,000 - $200,000 a year
- Full-time
- Remote
- 8 years
- Analysis skills
- Senior level
Quick Apply

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Client Services Assistant
BELAY —Remote
Ability to participate in video calls regularlyPreference for contractors who can commit to at least 12 months of service for continuity.
$25 - $35 an hour
Assistant Controller
ghSMART —Remote
Bachelor’s degree or higher in Accounting; active U.S. CPA license required. Deliver high‑quality management reporting, including variance analysis and trend…
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PNC Financial Services Group —Dublin, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
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Associate - South Central Advisor Group
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Associates can be fully licensed, securities licensed, or insurance licensed. The sponsoring financial advisor helps our members analyze their current situation…
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Senior Client Associate

Savvy Wealth
Remote

Apply Now

Job Details

Full-time
$65,000 - $75,000 a year

Benefits

Health savings account
Paid holidays
Health insurance
Unlimited paid time off
Dental insurance
401(k)
Flexible spending account
Snacks provided
Employee assistance program
Vision insurance

Qualifications

Spreadsheets
Investment account customer support
Productivity software
Experience at securities companies

Full Job Description

Location

Remote - US

Employment Type

Full time

Location Type

Remote

Department

Advisor Services

Compensation

On Target Earnings $65K – $75K • Offers Equity • Offers Bonus

About Savvy Wealth:

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!

Recognition:

We're a Certified Great Place to Work and have been honored for our culture and our growth:

Newsweek's America's Greatest Startup Workplaces (2026)
Fortune Best Workplaces in New York™ (2026)
Great Place to Work Certified™

The Role:
The Savvy team is looking for an experienced Senior Client Associate who is ready to apply their exceptional client service skills to drive impact in a fast-paced and growing environment. In this role, you’ll serve as a dedicated operational partner to multiple advisors, ensuring their clients receive exceptional day-to-day support. The ideal candidate is detail-oriented, an excellent problem-solver, and a strong communicator who can help foster long-term client relationships.

This role will be critical in shaping our standard operating procedures and ensuring we set the highest standard for client and advisor support. As an early member of the Savvy team, you will help build out the client servicing function. You will also work closely with the Product and Operations teams to shape the future roadmap of Savvy's product and advisory services.

Responsibilities:

Responsible for day-to-day operations and administrative support of Savvy wealth managers, providing exceptional client service and fostering long-term client relationships.
Own best-in-class execution of all client tasks, requests and inquiries in a timely manner.
Proactively seek out opportunities to improve Savvy's internal procedures in pursuit of the best advisor and client experience.
Streamline new client prospecting, closing, and onboarding processes including meeting preparation, obtaining account and investment strategy documentation, and driving account creation and transfers.
Assist advisors by executing investment transactions and fulfilling account billing & performance reporting tasks.
Work closely with other professional advisors such as CPAs, estate planning attorneys, business managers, insurance agents, and more.
Create and maintain client data in Salesforce and other systems.
Ensure Savvy is adhering to all required compliance policies and procedures.
Protect clients by maintaining confidentiality of all personal and financial information.

Must Have:

2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer including experience interacting directly with clients AND advisors.
A high-energy, collaborative, and self-starter attitude; willing to roll up your sleeves and have an incredible ownership mentality.
Excellent interpersonal and communication skills.
Strong technical skills in Google Suite applications-Word, Excel, and Powerpoint- and familiarity with the MS Office equivalents.
Detail-oriented and organized, with the ability to prioritize and juggle multiple tasks at once.
Adept at quickly learning and adopting new technologies.

Nice to have:

Series 7 and 66 or Series 65 licenses.
BA/BS degree in finance, economics, or related field.
Advanced degrees or designations such as CFP, CPA, CFA
Prior experience using Salesforce
Prior experience working with custodians such as Fidelity, Charles Schwab, or Pershing Advisor Services

Benefits:

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Apply Now

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registered client associate jobs in “remote”

Senior Client Associate

Associate Wealth Advisor

Onboarding Consultant, Client Success FULLY REMOTE - U.S. ONLY

Wealth Advisor, Investments

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