Client Services Representative

2 weeks ago

Cedar Rapids, United States Savant Wealth Management Full time

Join Our Cedar Rapids Team as a Client Services Representative

Are you passionate about delivering exceptional service and making a meaningful impact? As a key member of our Client Services Team, you'll be the bridge between advisors and clients, ensuring a seamless and outstanding experience. This role involves:

  • Preparing and managing client paperwork with precision.

  • Proactively handling client requests from initiation to completion.

  • Coordinating schedules and reaching out to clients for meetings.

We're looking for someone who thrives in a fast-paced environment, communicates with confidence and clarity, and takes pride in resolving challenges with a client-first mindset. If you're ready to bring your energy, organization, and problem-solving skills to a role where every day is unique, we'd love to meet you

For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. We are driven by a purpose to serve our clients with skill, passion, and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. If you want to be part of a culture that is defined by strong values - Savant is right for you.

The Client Services Representative can expect to focus in the following areas:

  • Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and clients as needed.

  • Meets routine client needs in a timely manner and has a basic understanding of Savant's unique philosophies.

  • Manages client information, prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.

  • Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.

  • Proofreads reports, documentation, and electronic data for errors.

  • Assembles materials for client meetings. Utilizes Salesforce in order to complete both client and internal requests.

  • Serves as back up to Client Service Assistant, Client Services Representative IIs and Client Services Representative IIIs.

  • Maintains team approach by assisting and filling in for others.

A couple things to note about our Client Services Representative position:

  • This Client Services Representative role is located in our Cedar Rapids, IA location.

  • Typical work schedule is Monday-Friday, 8:00am - 5:00pm

The Client Services Representative position typically requires the following qualifications:

  • High School Diploma; Associate Degree or Bachelor’s Degree preferred

  • 2-5 years of experience in a client services/administrative support function in the field of financial services, banking, or insurance

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

  • Must be organized, detail-oriented, and able to multitask

  • Client first attitude

  • Effective written and verbal communication skills

  • Team player, collaborative, able to work with and through others

Why Join Us?

  • We are a growing, fee-only, independent, majority employee-owned RIA.

  • We believe in collaboration, innovation, excellence, doing what's right, and helping our team to provide world class service.

  • We help our clients reach their ideal futures.

  • Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the Savant Way. We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.

The Perks:

At Savant, we are committed to supporting our employees' well-being and growth. We offer a comprehensive range of benefits designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.

  • Comprehensive Benefits Package on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.

  • Choice of Medical Plans: Select from two medical plans tailored to fit your needs.

  • Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.

  • Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.

  • Vision Insurance: Keep your eyes healthy with our vision insurance plan.

  • Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.

  • Company-Paid Disability Coverage: Rest easy knowing you're covered with both short-term and long-term disability plans.

  • 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.

  • Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Fridays.

  • Employee Recognition: Be celebrated with monetary awards through our recognition program.

  • Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.

  • Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.

  • Exclusive Discounts: Take advantage of various discount programs for additional savings.

  • Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.

  • Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer.

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