Client Services Associate: Elevate Client Experience & Support

Savant Wealth Management; Town of Middleton (WI); On-site; USD 57,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Health Savings Account (HSA) or FSA

Company-paid life insurance, AD&D, and

Disability coverage

401(k) with company match

Paid time off and holidays

Savantiversary day

Summer hours

Parental leave and life-event support

Employee Assistance Program (EAP)

Wellness reimbursements

Flexible 'Dress for Your Day' approach

Job summary

Savant Wealth Management in Middleton, WI seeks a Client Services Associate to partner with financial advisors and support clients through their financial journey. You will handle office administration, client paperwork, and coordinate meetings to ensure smooth client interactions.

Ideal candidates have strong communication, multitasking abilities, and a client-centric approach. This is a full-time, on-site role offering robust benefits and growth opportunities within a collaborative,

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 financial services, banking, or insurance.

Responsibilities

• Provide first line of contact with clients and prospects in a professional manner.
• Coordinate meetings, manage office administration, and prepare client paperwork.
• Process client requests and assist with account opening procedures for Savant clients.
• Manage incoming calls and schedule appointments while ensuring timely responses.
• Maintain Salesforce records and prepare client reports; document client interactions.
• Greet visitors and maintain a professional office, lobby, and conference room environment.
• Assist in coordinating RSVPs, events, and area-related arrangements.

Skills

Client services

Administrative support

Communication skills

Multitasking

Problem solving

Education

Bachelor’s or Associate’s Degree

Job description

Savant Wealth Management in Middleton, WI seeks a Client Services Associate to partner with financial advisors and support clients through their financial journey. You will handle office administration, client paperwork, and coordinate meetings to ensure smooth client interactions.

Ideal candidates have strong communication, multitasking abilities, and a client-centric approach. This is a full-time, on-site role offering robust benefits and growth opportunities within a collaborative,