Senior Client Services & Relationships Lead

Savant Wealth Management; Atlanta (GA); On-site; USD 70,000 - 90,000; Full time

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

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.