Client Services Associate - Middleton, WI

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

401(k) with company match

Generous paid time off

Summer Hours

Parental leave

Job summary

Savant Capital LLC in Middleton, WI is seeking a Client Services Associate to partner with financial advisors and deliver an exceptional client experience across all client touchpoints. You will manage a range of duties from office administration to coordinating meetings and handling client paperwork, ensuring accuracy and timeliness.

The role requires strong communication, multitasking, and problem-solving skills, with a client-centric approach.

Qualifications

• Bachelor’s or Associate’s Degree from an accredited college or university preferred.
• Minimum 2+ years in client services/administrative support in financial services, banking, or insurance.
• Strong communication, organization, and client-centric approach.

Responsibilities

• Provide first-line client contact with a professional approach.
• Coordinate meetings, process client paperwork, and handle inquiries.
• Maintain Salesforce data and generate client reports.
• Assist with account opening processes and documentation.

Skills

Customer service

Communication

Multitasking

Administrative support

Scheduling

Education

Bachelor’s or Associate’s Degree

Tools

Salesforce

Microsoft Office

Job description

Make an impact where relationships matter. As a Client Services Associate, you'll play a key role in delivering an exceptional client experience by partnering with financial advisors and supporting clients through every stage of their financial journey. If you're organized, client-focused, and eager to grow your career, we'd love to connect with you.As a Client Services Associate, you'll serve as a key partner to both Advisors and clients, helping create a seamless and exceptional client experience. In this role, you'll manage a variety of responsibilities, including office administration, preparing client paperwork, processing client requests, coordinating meetings, managing incoming calls, and ensuring everything is in place for successful client interactions. Success in this position requires strong communication skills, the ability to multitask and troubleshoot with confidence, and a positive, client-centric approach to every interaction.Clients may include individuals, households, or external advisors utilizing our Turnkey Asset Management Program (TAMP) services.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 based out of our office in Middleton, WI.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