Client Services Associate - St. Paul, MN

Savant Wealth Management; Saint Paul (MN); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Paid time off + holidays

Parental leave

Job summary

Savant Wealth Management seeks a Client Services Associate to join our Twin Cities team in St. Paul. You will serve as the trusted liaison for clients and advisors, guiding clients through paperwork, coordinating meetings, and ensuring detailed, high-touch service.

In this role you will build relationships, support onboarding, manage schedules, and document interactions using Salesforce and other tools. A collaborative, client-focused mindset is essential.

Qualifications

• 2+ years of client service, administrative support, or operations experience within financial services, wealth management, banking, insurance, or a related field
• Previous experience within an RIA or advisor support environment highly preferred
• Strong verbal and written communication skills

Responsibilities

• Serving as a primary point of contact for clients, prospects, and visitors with professionalism and warmth
• Building strong relationships while supporting advisors and helping clients navigate requests, paperwork, and service needs
• Preparing client meeting materials, reports, account paperwork, and transfer documentation
• Coordinating client appointments, scheduling meetings, and helping ensure every interaction is seamless
• Supporting account opening and onboarding activities for prospective and existing clients
• Utilizing Salesforce and other technology tools to maintain accurate client records and document interactions
• Working closely with custodians, advisors, and internal teams to resolve client questions and service requests
• Assisting with office operations, client events, and maintaining a welcoming environment for clients and guests
• Managing multiple priorities while maintaining a high level of accuracy, organization, and confidentiality

Skills

Microsoft Office

CRM systems

Education

Associate's or Bachelor's degree

Tools

Salesforce

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 warmth
• Building strong relationships while supporting advisors and helping clients navigate requests, paperwork, and service needs
• Preparing client meeting materials, reports, account paperwork, and transfer documentation
• Coordinating client appointments, scheduling meetings, and helping ensure every interaction is seamless
• Supporting account opening and onboarding activities for prospective and existing clients
• Utilizing Salesforce and other technology tools to maintain accurate client records and document interactions
• Working closely with custodians, advisors, and internal teams to resolve client questions and service requests
• Assisting with office operations, client events, and maintaining a welcoming environment for clients and guests
• Managing multiple priorities while maintaining a high level of accuracy, organization, and confidentiality

A 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.

Qualifications

The Client Services Associate position typically requires the following qualifications:

• Associate's or Bachelor's degree highly preferred
• 2+ years of client service, administrative support, or operations experience within financial services, wealth management, banking, insurance, or a related field
• Previous experience within an RIA or advisor support environment highly preferred
• Strong proficiency with Microsoft Office applications and CRM systems (Salesforce experience is a plus)
• Exceptional attention to detail and organizational skills
• Ability to manage multiple priorities and adapt in a fast-paced environment
• Strong verbal and written communication skills
• High degree of professionalism, confidentiality, and client focus
• Team-oriented mindset with a willingness to support colleagues and contribute wherever needed

What Sets Savant Apart

At Savant, we believe exceptional client experiences start with exceptional team members.

• Collaborative, integrated model across advisory, tax, and planning services with no silos
• Friendly, relationship-focused culture where teamwork and helping others are celebrated
• Growth-oriented organization offering long-term career development opportunities
• Values-driven firm grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
• Majority employee-owned organization, giving team members a shared stake in our success
• Opportunity to build meaningful relationships with clients and become a trusted part of their financial journey

Our Total Rewards

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 $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 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 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
• 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