Client Services Associate - Atlanta, GA

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

Benefits offered by this job

Health benefits

401(k) match

Paid time off

Hybrid work hours

Employee assistance program

Job summary

Savant Wealth Management is seeking a Client Services Associate in Atlanta to help deliver a seamless client experience from account opening to ongoing service. The role partners with Advisors and external professionals in a fast-paced, relationship-driven environment.

Responsibilities include handling client inquiries, coordinating meetings, managing reports, and ensuring accurate Salesforce records while supporting the account opening process for prospects and clients.

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.
• 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.

Skills

Client communication

Salesforce

Administrative support

Scheduling

Documentation

Education

Bachelor's or Associate's Degree

Tools

Salesforce

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.

Qualifications

The Client Services Associate position typically requires the following 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

What Sets Savant Apart

• Collaborative, integrated model across advisory, tax, and planning—no silos
• Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
• Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
• Majority employee-owned, giving our team a shared stake in our long-term success

The Perks

At 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 Rewards

Core Benefits (Effective Day One)

• Medical, dental, and vision coverage with multiple plan options
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards

• 401(k) with company match (Roth and Traditional options)
• Team-based incentive opportunities and recognition programs

Time Away & Flexibility

• Generous paid time off, plus at least 10 paid holidays
• Annual "Savantiversary" day
• Summer Hours (shorter work weeks during the summer)
• Parental leave, personal leave, and other life‑event support

Well‑Being & Everyday Perks

• Employee Assistance Program (EAP)
• Wellness reimbursements (e.g., gym memberships)
• Flexible "Dress for Your Day" approach

We're happy to share more details about our benefits and total rewards during the hiring process.

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