Wealth Management Client Services Specialist (Hybrid)

Savant Wealth Management; Saint Paul (MN); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Paid time off + holidays

Parental leave

Job summary

Savant Wealth Management seeks a Client Services Associate to join our Twin Cities team in St. Paul. You will serve as the trusted liaison for clients and advisors, guiding clients through paperwork, coordinating meetings, and ensuring detailed, high-touch service.

In this role you will build relationships, support onboarding, manage schedules, and document interactions using Salesforce and other tools. A collaborative, client-focused mindset is essential.

Qualifications

• 2+ years of client service, administrative support, or operations experience within financial services, wealth management, banking, insurance, or a related field
• Previous experience within an RIA or advisor support environment highly preferred
• Strong verbal and written communication skills

Responsibilities

• Serving as a primary point of contact for clients, prospects, and visitors with professionalism and warmth
• Building strong relationships while supporting advisors and helping clients navigate requests, paperwork, and service needs
• Preparing client meeting materials, reports, account paperwork, and transfer documentation
• Coordinating client appointments, scheduling meetings, and helping ensure every interaction is seamless
• Supporting account opening and onboarding activities for prospective and existing clients
• Utilizing Salesforce and other technology tools to maintain accurate client records and document interactions
• Working closely with custodians, advisors, and internal teams to resolve client questions and service requests
• Assisting with office operations, client events, and maintaining a welcoming environment for clients and guests
• Managing multiple priorities while maintaining a high level of accuracy, organization, and confidentiality

Skills

Microsoft Office

CRM systems

Education

Associate's or Bachelor's degree

Tools

Salesforce

Job description

Savant Wealth Management seeks a Client Services Associate to join our Twin Cities team in St. Paul. You will serve as the trusted liaison for clients and advisors, guiding clients through paperwork, coordinating meetings, and ensuring detailed, high-touch service.

In this role you will build relationships, support onboarding, manage schedules, and document interactions using Salesforce and other tools. A collaborative, client-focused mindset is essential.