Client Services Associate - Old Lyme, CT

Savant Wealth Management; Old Lyme (CT); On-site; USD 57,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

HSA or FSA

Company‑paid life insurance

AD&D and disability coverage

401(k) with company match

Paid time off

Summer hours

Parental leave

Job summary

Savant Wealth Management is seeking a Client Services Associate to support financial advisors and clients from our Old Lyme office. You will manage client information, prepare reports, coordinate meetings, and facilitate the account opening process while maintaining professional interactions with clients and prospects.

The role requires a strong organizational mindset, 2+ years in client services/administrative support in financial services, and a bachelor’s or associate degree when possible;

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.
• Schedules and organizes meetings; liaises between Advisors and Clients.
• Manages client information and prepares reports; updates Salesforce.
• Supports account opening for prospects and clients.
• Professionally answers incoming calls and assists visitors.
• Prepares for meetings and coordinates event set‑ups.

Skills

Client services experience

Administrative support

Education

Bachelor’s or Associate’s Degree

Job description

If you thrive on building relationships, keeping things organized, and creating exceptional client experiences, we'd love to consider you for our Client Services Associate position! Join a collaborative team where you'll play an important role supporting financial advisors and helping clients navigate key moments with confidence and care—all while building a rewarding career with a growing, employee‑owned firm.

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 for 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.
• Facilitates 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.

Position Details

• This position is an in‑person position based out of our office in Old Lyme, Connecticut.
• The schedule for this role is Monday – Friday 8:00 am – 5:00 pm.

Qualifications

• Bachelor’s or Associate’s Degree from an 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.

Savant Capital LLC, is an Equal Opportunity Employer