Satovsky Asset Management (SAM) was established as an independent boutique wealth management firm with a mission to align mindfulness with financial wealth advisory. Our holistic approach brings together behavioral coaching, financial planning, and investment management to develop investor habits and strategies for long-term abundance and peace of mind. Since inception, we remain guided by our commitment to offering a level of alignment and personalized service that extends beyond a traditional wealth advisory relationship. We treat our clients and employees as family, putting our people at the heart of everything we do. As a family-oriented firm, we operate in a team-based environment based on principles of collaboration, continuous learning, honesty, and integrity. Don’t miss out on this chance to join our dynamic, accoladed team!
Join our team as a Client Service Associate and take your career to the next level! We’re looking for an ambitious and adept candidate who is passionate about providing exceptional client service and thrives in a fast-paced environment. This role includes a mix of client-facing activities and administrative tasks that will expand your skill sets and make a meaningful impact on our business. High-level responsibilities include: managing client relationships, preparing pre-and post-meeting materials, onboarding prospective clients, and processing money movement requests. To succeed in this role, you will need to be detail-oriented, along with having excellent communication skills, empathy, and a collaborative spirit. This position reports directly to the Head of Operations.