Client Services & Onboarding Specialist

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

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.