Wealth Management Client Services Specialist

SAVANT; Grand Blanc (MI); On-site; USD 57,000 - 86,000; Full time

Benefits offered by this job

Health, dental, vision coverage

401(k) with company match

HSA or FSA

Life insurance

Job summary

Savant is seeking a Client Services Associate to be the first point of contact for clients in Grand Blanc, MI. You will coordinate requests, maintain records, and support Advisors with meetings, reports, and follow-up.

This onsite role emphasizes accuracy, speed, and a client-first approach in a collaborative wealth-management environment. Ideal candidates have 2+ years in financial services client support, familiarity with custodial platforms like Schwab or Fidelity, and proficiency in Word,

Qualifications

• 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.

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

Financial services experience

Salesforce

CRM software

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Communication

Attention to detail

Education

Bachelor's degree

Associate degree

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

CRM software

Job description

Savant is seeking a Client Services Associate to be the first point of contact for clients in Grand Blanc, MI. You will coordinate requests, maintain records, and support Advisors with meetings, reports, and follow-up.

This onsite role emphasizes accuracy, speed, and a client-first approach in a collaborative wealth-management environment. Ideal candidates have 2+ years in financial services client support, familiarity with custodial platforms like Schwab or Fidelity, and proficiency in Word,