Client Experience Specialist, Financial Services

Savant-Wealth-Management-; South Portland (ME); On-site; USD 57,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Company-paid life insurance

401(k) with company match

Generous paid time off

Summer hours

Job summary

Savant Capita l LLC in South Portland, ME is seeking a Client Services Associate to support financial advisors and clients with front office coverage and day-to-day operations. You will prepare client paperwork, coordinate meetings, process requests, and ensure every client interaction is organized and well supported.

The ideal candidate is organized, a proactive problem solver with strong communication skills, able to manage multiple priorities and maintain a client-first approach.

Qualifications

• Bachelor’s or Associate’s Degree from accredited college or university preferred.
• Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance.

Responsibilities

• Provides first line of contact with clients and prospects with a professional approach.
• Schedules, organizes meetings, and serves as liaison between Advisors and Clients.
• Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
• Supports account opening process for Savant for all prospects and clients in a seamless way.
• Proofreads reports, documentation, and electronic data for errors.
• Assembles materials for client meetings.
• Greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
• Back up to others within Client Services as needed.

Skills

Client service

Communication

Multitasking

Problem solving

Education

Bachelor's or Associate degree

Tools

Salesforce

Job description

Savant Capita l LLC in South Portland, ME is seeking a Client Services Associate to support financial advisors and clients with front office coverage and day-to-day operations. You will prepare client paperwork, coordinate meetings, process requests, and ensure every client interaction is organized and well supported.

The ideal candidate is organized, a proactive problem solver with strong communication skills, able to manage multiple priorities and maintain a client-first approach.