Client Services Associate - Wellesley, MA

SAVANT; Wellesley (MA); On-site; USD 65,000 - 98,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match (Roth & Trad

Paid time off

Job summary

Savant in Wellesley, MA is seeking a Client Services Associate to be the trusted first contact for clients and a partner to Advisors. The role focuses on coordinating client requests, maintaining accurate information in Salesforce, and ensuring a polished, personal client experience.

The ideal candidate has 2+ years in financial services client service, proficiency with CRM tools, and the ability to manage multiple priorities with strong communication.

Qualifications

• 2+ years of proven success in client service or administrative support within financial services.
• Experience with Schwab or Fidelity custodial platforms is strongly preferred.
• Bachelor's or associate degree preferred. An equivalent combination of education and work experience will be considered.
• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and CRM software.
• Salesforce experience is a plus.
• Strong organization, critical thinking, attention to detail, and the ability to manage several priorities without losing follow-through.
• Clear, professional written and verbal communication with a client-first approach.
• Sound judgment and discretion when handling confidential client information.
• A collaborative, proactive mindset and a willingness to help wherever the team needs support.

Responsibilities

• Own the client experience from the first call or office greeting through timely follow-up and resolution.
• Partner with Advisors to schedule meetings, prepare reports and materials, confirm appointments, and complete post-meeting requests.
• Prepare, submit, and track account-opening, transfer, and other client paperwork with accuracy and urgency.
• Maintain complete, current client records in Salesforce and document client interactions and requests.
• Navigate custodial relationships and help clients move through complex processes in a clear, approachable way.
• Anticipate routine office needs, including phones, visitors, mail, supplies, shared spaces, and local client events.
• Proofread reports and electronic data, troubleshoot issues, and follow commitments through to completion.
• Step in for teammates when needed and contribute to a responsive, collaborative Client Services team.

Skills

Client service

Administrative support

CRM software

Communication

Attention to detail

Education

Bachelor's degree

Associate degree

Tools

Salesforce

Schwab

Fidelity

Microsoft Word

Excel

PowerPoint

Outlook

Job description

Be the person clients remember and the team counts on.A great client experience is built in the details: a call returned, paperwork completed accurately, a meeting prepared thoughtfully, and a question made simple. As a Client Services Associate at Savant, you will be a trusted first point of contact for clients and an essential partner to our Advisors. You will help keep a close-knit Wellesley office running smoothly while coordinating client requests, maintaining accurate information, and making every interaction feel polished and personal.This could be a strong next step if you already know the pace and precision of wealth management and want to bring that experience to a collaborative, values-driven team. We are especially interested in candidates with registered investment adviser experience and familiarity with Schwab or Fidelity custodial platforms.In this role, you can expect to focus in the following areas:Own the client experience from the first call or office greeting through timely follow-up and resolution.Partner with Advisors to schedule meetings, prepare reports and materials, confirm appointments, and complete post-meeting requests.Prepare, submit, and track account-opening, transfer, and other client paperwork with accuracy and urgency.Maintain complete, current client records in Salesforce and document client interactions and requests.Navigate custodial relationships and help clients move through complex processes in a clear, approachable way.Anticipate routine office needs, including phones, visitors, mail, supplies, shared spaces, and local client events.Proofread reports and electronic data, troubleshoot issues, and follow commitments through to completion.Step in for teammates when needed and contribute to a responsive, collaborative Client Services team.A couple things to note about our Client Services Associate position:Position location: Wellesley, Massachusetts. Our office is located at 80 William Street.Work model: This is an onsite, client-facing role. Reliable, consistent presence in the office is essential.Typical working hours: Monday through Friday, 8:30 a.m. to 5:00 p.m.Commute: Candidates should be able to maintain a reliable commute to the Wellesley office, including during peak traffic and winter weather.Team environment: You'll become part of a friendly, relationship-driven team that values connection, collaboration, and having fun while doing meaningful work. We enjoy celebrating successes together, supporting one another, and creating an environment where clients and team members feel genuinely welcomed. Honesty, dependability, and a willingness to pitch in are highly valued.a { text-decoration: none; color: #464feb;}tr th, tr td { border: 1px solid #e6e6e6;}tr th { background-color: #f5f5f5;}The Client Services Associate position typically requires the following qualifications:2+ years of proven success in client service or administrative support within financial services, preferably in an RIA or wealth management environment.Experience with Schwab or Fidelity custodial platforms is strongly preferred.Bachelor's or associate degree preferred. An equivalent combination of education and work experience will be considered.Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and CRM software. Salesforce experience is a plus.Strong organization, critical thinking, attention to detail, and the ability to manage several priorities without losing follow-through.Clear, professional written and verbal communication with a client-first approach.Sound judgment and discretion when handling confidential client information.A collaborative, proactive mindset and a willingness to help wherever the team needs support.What Sets Savant ApartCollaborative, integrated model across advisory, tax, and planning, with 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.Our Total RewardsAt Savant, we invest in our people, supporting both their well-being and long-term growth.a { text-decoration: none; color: #464feb;}tr th, tr td { border: 1px solid #e6e6e6;}tr th { background-color: #f5f5f5;}We take a market-based approach to compensation. The expected base salary range for this role is $65,000 to $98,000. 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 Rewards:401(k) with company match, including Roth and Traditional optionsTeam-based incentive opportunities and recognition programsTime Away & Flexibility:Generous paid time off, plus at least 10 paid holidaysAnnual Savantiversary daySummer Hours with shorter work weeks during the summerParental leave, personal leave, and other life-event supportWell-Being & Everyday Perks:Employee Assistance Program (EAP)Wellness reimbursements, including gym membershipsFlexible Dress for Your Day approachWe're happy to share more details about our benefits and total rewards during the hiring process.Ready to make every client interaction count? 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