Client Success Associate – Financial Services

Savant-Wealth-Management-; Atlanta (GA); Hybrid; USD 57,000 - 76,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

Holidays

Job summary

Savant Capital LLC, based in Atlanta, GA, is seeking a Client Services Associate to support our Turnkey Asset Management Program (TAMP). You will be the first point of contact for clients and prospects, assist with account openings, and help ensure a seamless service experience.

You will collaborate with Advisors, manage reports in Salesforce, and prepare meeting materials while maintaining organized paperwork in a fast-paced, relationship‑driven environment.

Qualifications

• Bachelor’s or Associate’s Degree preferred.
• Minimum 2+ years in client services/administrative support in financial services, banking, or insurance.

Responsibilities

• Provides first line of contact with clients and prospects in a professional manner.
• Troubleshoots problems, schedules meetings, and coordinates communications between Advisors and Clients.
• Manages client information and prepares reports; updates Salesforce with client interactions.
• Supports account opening process for prospects and clients to ensure a seamless experience.
• Proofreads reports and documentation for errors; prepares materials for client meetings.

Skills

Client relationship mgmt

Administrative support

Financial services knowledge

Salesforce

Phone etiquette

Education

Bachelor’s or Associate’s Degree

Tools

Salesforce

Microsoft Office

Job description

Savant Capital LLC, based in Atlanta, GA, is seeking a Client Services Associate to support our Turnkey Asset Management Program (TAMP). You will be the first point of contact for clients and prospects, assist with account openings, and help ensure a seamless service experience.

You will collaborate with Advisors, manage reports in Salesforce, and prepare meeting materials while maintaining organized paperwork in a fast-paced, relationship‑driven environment.