Wealth Client Services Specialist

Savant Wealth Management; Wellesley (MA); On-site; USD 65,000 - 98,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

HSA/FSA

Job summary

Savant Wealth Management in Wellesley, MA is seeking a Client Services Associate to be the trusted first contact for clients and a key partner to Advisors. You will manage client requests, maintain accurate information, and ensure a polished, personal experience in a fast-paced wealth management environment.

You will support the team with task coordination, account paperwork, and proactive client service, contributing to a collaborative culture and smooth office operations at our Wellesley

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.
• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and CRM software.
• 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

CRM software

Salesforce

Microsoft Office

Communication

Discretion with confidential data

Team collaboration

Multi-tasking

Education

Bachelor's or associate degree preferred

Tools

Salesforce

CRM software

Microsoft Word

Excel

PowerPoint

Outlook

Job description

Savant Wealth Management in Wellesley, MA is seeking a Client Services Associate to be the trusted first contact for clients and a key partner to Advisors. You will manage client requests, maintain accurate information, and ensure a polished, personal experience in a fast-paced wealth management environment.

You will support the team with task coordination, account paperwork, and proactive client service, contributing to a collaborative culture and smooth office operations at our Wellesley