Client Services Specialist — Financial Advisory Support

Savant-Wealth-Management-; Town of Middleton (WI); On-site; USD 57,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Generous paid time off

Summer Hours

Parental leave

Job summary

Savant Capital LLC in Middleton, WI is seeking a Client Services Associate to partner with financial advisors and deliver an exceptional client experience across all client touchpoints. You will manage a range of duties from office administration to coordinating meetings and handling client paperwork, ensuring accuracy and timeliness.

The role requires strong communication, multitasking, and problem-solving skills, with a client-centric approach.

Qualifications

• Bachelor’s or Associate’s Degree from an accredited college or university preferred.
• Minimum 2+ years in client services/administrative support in financial services, banking, or insurance.
• Strong communication, organization, and client-centric approach.

Responsibilities

• Provide first-line client contact with a professional approach.
• Coordinate meetings, process client paperwork, and handle inquiries.
• Maintain Salesforce data and generate client reports.
• Assist with account opening processes and documentation.

Skills

Customer service

Communication

Multitasking

Administrative support

Scheduling

Education

Bachelor’s or Associate’s Degree

Tools

Salesforce

Microsoft Office

Job description

Savant Capital LLC in Middleton, WI is seeking a Client Services Associate to partner with financial advisors and deliver an exceptional client experience across all client touchpoints. You will manage a range of duties from office administration to coordinating meetings and handling client paperwork, ensuring accuracy and timeliness.

The role requires strong communication, multitasking, and problem-solving skills, with a client-centric approach.