Client Services Associate - Atlanta, GA

Savant-Wealth-Management-; Atlanta (GA); Hybrid; USD 57,000 - 76,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

Holidays

Job summary

Savant Capital LLC, based in Atlanta, GA, is seeking a Client Services Associate to support our Turnkey Asset Management Program (TAMP). You will be the first point of contact for clients and prospects, assist with account openings, and help ensure a seamless service experience.

You will collaborate with Advisors, manage reports in Salesforce, and prepare meeting materials while maintaining organized paperwork in a fast-paced, relationship‑driven environment.

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 in a professional manner.
• Troubleshoots problems, schedules meetings, and coordinates communications between Advisors and Clients.
• Manages client information and prepares reports; updates Salesforce with client interactions.
• Supports account opening process for prospects and clients to ensure a seamless experience.
• Proofreads reports and documentation for errors; prepares materials for client meetings.

Skills

Client relationship mgmt

Administrative support

Financial services knowledge

Salesforce

Phone etiquette

Education

Bachelor’s or Associate’s Degree

Tools

Salesforce

Microsoft Office

Job description

Love building strong client relationships while keeping the details moving behind the scenes? As a Client Services Associate supporting our Turnkey Asset Management Program (TAMP), you’ll partner with Advisors and external financial professionals to deliver a seamless client experience—from account opening and paperwork to day-to-day service and problem-solving. If you’re organized, personable, and thrive in a fast-paced, relationship-driven environment, this could be a great fit for you.The Client Services Associate can expect to focus in the following areas:Provides first line of contact with clients and prospects with a professional approach.Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.Meets routine client needs in a timely manner and understands Savant’s unique philosophies.Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.Supports account opening process with Savant for all prospects and clients in a seamless way.Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.Facilitate completion of all client applications and transfer documents.Proofreads reports, documentation, and electronic data for errors.Assembles materials for client meetings.Utilizes Salesforce to complete both client and internal requests.Professionally answers and directs incoming telephone calls.Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.Assists in coordinating RSVPs, planning, and set-up for events in area.Prepares for upcoming meetings including preparing reports and confirming next-day appointments.Serves as back up to others within Client Services as needed.Maintains team approach by assisting and filling in for others as requested.A couple things to note about this position:This position position is based out of our office in Atlanta, Georgia.After the 90-day training period, there may be an opportunity to transition to a hybrid work model of three days in the office and two days working from home, based on business needs.The schedule for this role is Monday - Friday 8:00am - 5:00pm.The Client Services Associate position typically requires the following qualifications:Bachelor’s or Associate’s Degree from accredited college or university preferredMinimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insuranceWhat Sets Savant ApartCollaborative, integrated model across advisory, tax, and planning—no silosGrowth-oriented firm, offering meaningful opportunities for career development and long-term impactValues-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadershipMajority employee-owned, giving our team a shared stake in our long-term successThe PerksAt Savant, we invest in our people—supporting both their well-being and long-term growth.We take a market-based approach to compensation. The expected base salary range for this role is $57,000 - $76,000 annually with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.Our Total RewardsCore Benefits (Effective Day One):Medical, dental, and vision coverage with multiple plan optionsHealth Savings Account (HSA) or Flexible Spending Account (FSA)Company-paid life insurance, AD&D, and disability coverageFinancial & Long-Term Rewards:401(k) with company match (Roth and Traditional options)Team-based incentive opportunities and recognition programsTime Away & Flexibility:Generous paid time off, plus at least 10 paid holidaysAnnual “Savantiversary” daySummer Hours (shorter work weeks during the summer)Parental leave, personal leave, and other life-event supportWell-Being & Everyday Perks:Employee Assistance Program (EAP)Wellness reimbursements (e.g., gym memberships)Flexible “Dress for Your Day” approachWe’re happy to share more details about our benefits and total rewards during the hiring process.Take your career to new heights, apply today!All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.Savant Capital LLC, is an Equal Opportunity Employer