Wealth Management Client Services Specialist

Savant Wealth Management; Freeport (IL); Presencial; USD 57.000 - 86.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

HSA/FSA

Company-paid life insurance

Disability coverage

401(k) with company match

Paid time off

Descripción de la vacante

Savant Wealth Management in Freeport, IL, seeks a Client Services Associate to be the trusted first point of contact for clients and a key partner to Advisors. You will coordinate requests, maintain client records, and manage paperwork while ensuring accuracy and professionalism.

You will support scheduling, reporting, and post-meeting activities, handling tasks with care and a client-first mindset in a busy, team-driven office environment.

Formación

• 2+ years of proven success in client service or administrative support within financial services, preferably in an RIA or wealth management environment.
• 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.

Responsabilidades

• 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.

Descripción del empleo

Savant Wealth Management in Freeport, IL, seeks a Client Services Associate to be the trusted first point of contact for clients and a key partner to Advisors. You will coordinate requests, maintain client records, and manage paperwork while ensuring accuracy and professionalism.

You will support scheduling, reporting, and post-meeting activities, handling tasks with care and a client-first mindset in a busy, team-driven office environment.