Client Services Associate - St. Paul, MN

SAVANT; Saint Paul (MN); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) with company match

Generous PTO and holidays

Hybrid work option

Job summary

Savant Wealth Management seeks a Client Services Associate to join our Twin Cities team. You will serve as the go-to contact for clients and prospects, support advisors, and coordinate account paperwork and onboarding processes.

You’ll prepare materials, manage calendars, and maintain accurate client records using Salesforce, while ensuring confidentiality and a client-first approach in a fast-paced environment.

Qualifications

• Associate's or Bachelor's degree highly preferred
• 2+ years of client service or operations experience within financial services
• Proficiency with Microsoft Office and CRM systems (Salesforce a plus)
• Excellent attention to detail and strong communication skills

Responsibilities

• Serve as a primary point of contact for clients, prospects and visitors with professionalism and warmth.
• Build strong relationships while supporting advisors and helping clients navigate requests, paperwork and service needs.
• Prepare client meeting materials, reports, account paperwork and transfer documentation.
• Coordinate client appointments, schedule meetings and help ensure every interaction is seamless.
• Support account opening and onboarding activities for prospective and existing clients.
• Utilize Salesforce and other technology to maintain accurate client records and document interactions.
• Collaborate with custodians, advisors and internal teams to resolve client questions and service requests.
• Assist with office operations, client events and maintaining a welcoming environment for clients and guests.
• Manage multiple priorities with high accuracy, organization, and confidentiality.

Skills

Client service

Administrative support

Operations

Microsoft Office

CRM systems

Salesforce

Attention to detail

Communication skills

Confidentiality

Team player

Education

Associate's or Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

Are you the type of person who genuinely enjoys helping others, building relationships, and being the go-to person when clients or teammates need support?Savant Wealth Management is looking for a Client Services Associate to join our growing team in the Twin Cities. This is an opportunity to become a trusted partner to both clients and advisors, playing a critical role in delivering an exceptional client experience. From guiding clients through account paperwork to coordinating meetings, problem-solving, and ensuring every detail is handled with care, you'll help create the high-touch service that sets Savant apart.We're seeking an experienced, client-focused professional who thrives in a collaborative environment, enjoys staying organized in a fast-paced setting, and takes pride in making a meaningful impact on both clients and teammates every day.In this role, you can expect to focus in the following areas:Serving as a primary point of contact for clients, prospects, and visitors with professionalism and warmthBuilding strong relationships while supporting advisors and helping clients navigate requests, paperwork, and service needsPreparing client meeting materials, reports, account paperwork, and transfer documentationCoordinating client appointments, scheduling meetings, and helping ensure every interaction is seamlessSupporting account opening and onboarding activities for prospective and existing clientsUtilizing Salesforce and other technology tools to maintain accurate client records and document interactionsWorking closely with custodians, advisors, and internal teams to resolve client questions and service requestsAssisting with office operations, client events, and maintaining a welcoming environment for clients and guestsManaging multiple priorities while maintaining a high level of accuracy, organization, and confidentialityA couple things to note about our Client Services Associate position:Location: Currently based in our St. Paul office at 2250 Town Square Tower, 445 Minnesota Street. Our team plans to relocate to Eagan, MN before the end of the year.Work Model: This is primarily an in-office position. We believe strong collaboration and exceptional client service start with being connected to your team.Flexibility: Once fully trained and successfully onboarded, there may be an opportunity to work a hybrid schedule of 4 days in-office and 1 day remote.Transportation: Reliable transportation is important as the position requires regular in-office attendance.Industry Experience: Previous experience supporting advisors, clients, or operations within a Registered Investment Advisor (RIA), wealth management, banking, insurance, or financial services environment is highly valued.The Client Services Associate position typically requires the following qualifications:Associate's or Bachelor's degree highly preferred2+ years of client service, administrative support, or operations experience within financial services, wealth management, banking, insurance, or a related fieldPrevious experience within an RIA or advisor support environment highly preferredStrong proficiency with Microsoft Office applications and CRM systems (Salesforce experience is a plus)Exceptional attention to detail and organizational skillsAbility to manage multiple priorities and adapt in a fast-paced environmentStrong verbal and written communication skillsHigh degree of professionalism, confidentiality, and client focusTeam-oriented mindset with a willingness to support colleagues and contribute wherever neededWhat Sets Savant ApartAt Savant, we believe exceptional client experiences start with exceptional team members.Collaborative, integrated model across advisory, tax, and planning services with no silosFriendly, relationship-focused culture where teamwork and helping others are celebratedGrowth-oriented organization offering long-term career development opportunitiesValues-driven firm grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadershipMajority employee-owned organization, giving team members a shared stake in our successOpportunity to build meaningful relationships with clients and become a trusted part of their financial journeyOur Total RewardsAt 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 $60,000 - $85,000 annually. Actual compensation is determined on an individual basis and considers factors such as relevant experience, skills, qualifications, geographic location, and market conditions. 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 optionsHealth Savings Account (HSA) or Flexible Spending Account (FSA)Company-paid life insurance, AD&D, and disability coverageFinancial & Long-Term Rewards401(k) with company match (Roth and Traditional options)Team-based incentive opportunities and recognition programsTime Away & FlexibilityGenerous paid time off plus paid holidaysAnnual Savantiversary daySummer Hours (shorter work weeks during the summer)Parental leave, personal leave, and other life-event supportWell-Being & Everyday PerksEmployee Assistance Program (EAP)Wellness reimbursementsFlexible \"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