Senior Client Services Associate - Atlanta, GA

Savant Wealth Management

Atlanta (GA)

On-site

USD 70,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Generous paid time off and holidays

Wellness reimbursements

Job summary

Savant Wealth Management in Atlanta, GA is seeking a Senior Client Services Associate to support high-net-worth clients, partner with advisors, and drive a seamless client experience through proactive service and operational excellence.

The role emphasizes ownership of complex client relationships, collaboration across the firm, and delivering a high level of confidentiality with a team-oriented mindset.

Qualifications

Bachelor’s or Associate’s degree from an accredited college or university preferred.
Knowledge of financial services, principles, products and services.
Financial Paraplanner Qualified Professional or relevant Investment Designation recommended.
Minimum 5-7 years proven success in a client services / administrative support function in the field of financial services.

Responsibilities

Provides first line of contact with prospects, clients and specifically those high-net-worth clients with complex needs in a professional manner.
Functions as a high-level, self-directed member of the Client Services team.
Serves as an internal resource and problem solver to other team members.
Troubleshoots problems, schedules, and organizes meetings, and serves as liaison between Advisors and clients as needed. Proactively communicates with clients and advisors.
Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents client interactions.
Facilitates completion of all client applications and transfer documents.
Proofreads reports, forms, and electronic data for errors.
Conducts client paperwork signing meetings with clients.
Collects and organizes specialized reports for management.
Utilizes Salesforce to complete both client and internal requests.
Professionally answers and directs incoming telephone calls.
Professionally greets and assists office visitors while maintaining office, lobby and conference room cleanliness.
Assist in coordinating RSVPs, planning and set-up for events in area.
Prepares for upcoming meetings including preparing reports and confirming next-day appointments.

Skills

CRM software

Microsoft Office

Attention to detail

Communication skills

Confidentiality

Teamwork

Education

Bachelor’s or Associate’s degree

Tools

Salesforce

Job description

You've built a successful career supporting advisors and delivering exceptional service in an RIA—now it's time to take that experience even further. Join Savant as a Senior Client Services Associate, where you'll leverage your expertise supporting high-net-worth clients, serve as a trusted resource to your team, and continue growing your career with a firm that values collaboration and excellence. In this role, you'll take ownership of complex client relationships, partner closely with advisors to deliver a seamless client experience, and help drive the success of our practice through proactive service, operational excellence, and collaboration across the firm.

The Senior Client Services Associate can expect to focus in the following areas:

Provides first line of contact with prospects, clients and specifically those high-net-worth clients with complex needs in a professional manner.
Functions as a high-level, self-directed member of the Client Services team.
Serves as an internal resource and problem solver to other team members.
Troubleshoots problems, schedules, and organizes meetings, and serves as liaison between Advisors and clients as needed. Proactively communicates with clients and advisors.
Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents client interactions.
Facilitates completion of all client applications and transfer documents.
Proofreads reports, forms, and electronic data for errors.
Conducts client paperwork signing meetings with clients.
Collects and organizes specialized reports for management.
Utilizes Salesforce to complete both client and internal requests.
Professionally answers and directs incoming telephone calls.
Professionally greets and assists office visitors while maintaining office, lobby and conference room cleanliness.
Assist in coordinating RSVPs, planning and set-up for events in area.
Prepares for upcoming meetings including preparing reports and confirming next-day appointments.

A couple things to note about our Senior Client Services Associate position:

This position will be based out of our Atlanta, GA office.
The role is a full-time 40 hour/week position with a schedule of Monday – Friday 8:00am - 5:00pm.

Qualifications

Bachelor’s or Associate’s degree from an accredited college or university preferred.
Knowledge of financial services, principles, products and services.
Financial Paraplanner Qualified Professional or relevant Investment Designation recommended.
Minimum 5-7 years proven success in a client services / administrative support function in the field of financial services, banking, or insurance.
Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software.
Critical thinking, organized, detail-oriented, and able to multitask.
Client first attitude.
Effective written and verbal communication skills.
Position requires a high level of confidentiality.
Team player, collaborative, able to work with and through others.

What Sets Savant Apart

Collaborative, integrated model across advisory, tax, and planning—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

The Perks

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 in Atlanta, GA is $70,000 - $90,000 final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.

Our Total Rewards

Core Benefits (Effective Day One)