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

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

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.

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.

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.

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.

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