Wealth Client Services Specialist

SAVANT; Wellesley (MA); On-site; USD 65,000 - 98,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match (Roth & Trad

Paid time off

Job summary

Savant in Wellesley, MA is seeking a Client Services Associate to be the trusted first contact for clients and a partner to Advisors. The role focuses on coordinating client requests, maintaining accurate information in Salesforce, and ensuring a polished, personal client experience.

The ideal candidate has 2+ years in financial services client service, proficiency with CRM tools, and the ability to manage multiple priorities with strong communication.

Qualifications

• 2+ years of proven success in client service or administrative support within financial services.
• Experience with Schwab or Fidelity custodial platforms is strongly preferred.
• Bachelor's or associate degree preferred. An equivalent combination of education and work experience will be considered.
• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and CRM software.
• Salesforce experience is a plus.
• Strong organization, critical thinking, attention to detail, and the ability to manage several priorities without losing follow-through.
• Clear, professional written and verbal communication with a client-first approach.
• Sound judgment and discretion when handling confidential client information.
• A collaborative, proactive mindset and a willingness to help wherever the team needs support.

Responsibilities

• Own the client experience from the first call or office greeting through timely follow-up and resolution.
• Partner with Advisors to schedule meetings, prepare reports and materials, confirm appointments, and complete post-meeting requests.
• Prepare, submit, and track account-opening, transfer, and other client paperwork with accuracy and urgency.
• Maintain complete, current client records in Salesforce and document client interactions and requests.
• Navigate custodial relationships and help clients move through complex processes in a clear, approachable way.
• Anticipate routine office needs, including phones, visitors, mail, supplies, shared spaces, and local client events.
• Proofread reports and electronic data, troubleshoot issues, and follow commitments through to completion.
• Step in for teammates when needed and contribute to a responsive, collaborative Client Services team.

Skills

Client service

Administrative support

CRM software

Communication

Attention to detail

Education

Bachelor's degree

Associate degree

Tools

Salesforce

Schwab

Fidelity

Microsoft Word

Excel

PowerPoint

Outlook

Job description

Savant in Wellesley, MA is seeking a Client Services Associate to be the trusted first contact for clients and a partner to Advisors. The role focuses on coordinating client requests, maintaining accurate information in Salesforce, and ensuring a polished, personal client experience.

The ideal candidate has 2+ years in financial services client service, proficiency with CRM tools, and the ability to manage multiple priorities with strong communication.