Wealth Client Experience Specialist

SAVANT; Freeport (IL); Presencial; USD 57.000 - 86.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) match

Paid time off

Holiday pay

Summer hours

Parental leave

Wellness reimbursements

Descripción de la vacante

Savant Capital, LLC is seeking a Client Services Associate to be the trusted first contact for clients and a partner to Advisors in a busy Freeport, IL office. This onsite, client-facing role emphasizes accuracy, organization, and a client-first approach.

You will help move complex requests smoothly while maintaining polished, professional communication. The role demands 2+ years in client service within financial services, familiarity with custodial platforms, and proficiency in Microsoft

Formación

• 2+ years of client service or administrative support in financial services.
• Experience with Schwab or Fidelity custodial platforms is preferred.
• Proficiency in Word, Excel, PowerPoint, Outlook; Salesforce a plus.

Responsabilidades

• Own the client experience from first call through timely follow-up and resolution.
• Schedule meetings, prepare reports and materials, confirm appointments, and handle post-meeting requests.
• Prepare and track account opening and transfer paperwork with accuracy and urgency.
• Maintain accurate client records in Salesforce and document interactions.
• Navigate custodial relationships to move clients through complex processes clearly.
• Support office operations and events, and assist teammates as needed.

Conocimientos

Client service

CRM software

Communication

Microsoft Office

Educación

Bachelor's or Associate degree

Herramientas

Salesforce

Descripción del empleo

Savant Capital, LLC is seeking a Client Services Associate to be the trusted first contact for clients and a partner to Advisors in a busy Freeport, IL office. This onsite, client-facing role emphasizes accuracy, organization, and a client-first approach.

You will help move complex requests smoothly while maintaining polished, professional communication. The role demands 2+ years in client service within financial services, familiarity with custodial platforms, and proficiency in Microsoft