Client Services Associate - South Portland, ME

Savant-Wealth-Management-; South Portland (ME); On-site; USD 57,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Company-paid life insurance

401(k) with company match

Generous paid time off

Summer hours

Job summary

Savant Capita l LLC in South Portland, ME is seeking a Client Services Associate to support financial advisors and clients with front office coverage and day-to-day operations. You will prepare client paperwork, coordinate meetings, process requests, and ensure every client interaction is organized and well supported.

The ideal candidate is organized, a proactive problem solver with strong communication skills, able to manage multiple priorities and maintain a client-first approach.

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.
• Schedules, organizes meetings, and serves as liaison between Advisors and Clients.
• Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
• Supports account opening process for Savant for all prospects and clients in a seamless way.
• Proofreads reports, documentation, and electronic data for errors.
• Assembles materials for client meetings.
• Greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
• Back up to others within Client Services as needed.

Skills

Client service

Communication

Multitasking

Problem solving

Education

Bachelor's or Associate degree

Tools

Salesforce

Job description

If you enjoy building meaningful relationships, staying organized, and delivering exceptional client experiences, we'd love to hear from you. As a Client Services Associate, you'll play a vital role supporting financial advisors and clients by providing front office coverage and helping ensure seamless day-to-day operations. This position is designed to strengthen business continuity, enhance service capacity, and deliver a consistently exceptional experience for both advisors and clients—all while building a rewarding career with a collaborative, employee-owned firm.As a Client Services Associate, you'll be a trusted partner to both advisors and clients, helping deliver a seamless and exceptional client experience. You'll coordinate a variety of administrative and client service responsibilities, including preparing client paperwork, processing requests, managing incoming calls, coordinating meetings, and ensuring every client interaction is organized, efficient, and well supported. The ideal candidate is an organized problem solver with strong communication skills, the ability to manage multiple priorities, and a proactive, client-first 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 is based out of our office in South Portland, ME.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