Client Experience Specialist — Financial Services

Savant Wealth Management; Old Lyme (CT); On-site; USD 57,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

HSA or FSA

Company‑paid life insurance

AD&D and disability coverage

401(k) with company match

Paid time off

Summer hours

Parental leave

Job summary

Savant Wealth Management is seeking a Client Services Associate to support financial advisors and clients from our Old Lyme office. You will manage client information, prepare reports, coordinate meetings, and facilitate the account opening process while maintaining professional interactions with clients and prospects.

The role requires a strong organizational mindset, 2+ years in client services/administrative support in financial services, and a bachelor’s or associate degree when possible;

Qualifications

• Bachelor’s or Associate’s Degree preferred.
• Minimum 2+ years in client services/administrative support in financial services, banking or insurance.

Responsibilities

• Provides first line of contact with clients and prospects.
• Schedules and organizes meetings; liaises between Advisors and Clients.
• Manages client information and prepares reports; updates Salesforce.
• Supports account opening for prospects and clients.
• Professionally answers incoming calls and assists visitors.
• Prepares for meetings and coordinates event set‑ups.

Skills

Client services experience

Administrative support

Education

Bachelor’s or Associate’s Degree

Job description

Savant Wealth Management is seeking a Client Services Associate to support financial advisors and clients from our Old Lyme office. You will manage client information, prepare reports, coordinate meetings, and facilitate the account opening process while maintaining professional interactions with clients and prospects.

The role requires a strong organizational mindset, 2+ years in client services/administrative support in financial services, and a bachelor’s or associate degree when possible;