Client Services Associate

Join to apply for the Client Services Associate - Atlanta, GA role at Savant Wealth Management

Overview

Do you thrive on keeping things running smoothly and making clients feel supported every step of the way? Join our Client Services Team as a Client Services Associate, where youll be the go-to partner for both advisors and clients, ensuring every detail is handled with care.

As a member of the Client Services Team, the Client Services Associate is responsible for providing support to both Advisors and clients. Duties may include managing office administrator responsibilities, preparing client paperwork, initiating and completing client requests, contacting clients to schedule meetings, and managing incoming calls and client meeting preparation. This role requires effective communication, multitasking, and problem solving with a positive, client-centric approach.

• Clients may include individuals, households or external advisors utilizing our Turnkey Asset Management Program (TAMP) services.
  

For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. We are a fee-only, independent, fiduciary wealth management firm providing guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support.

If you want to be part of a culture defined by strong values, Savant may be right for you.

Responsibilities

• Provides first line of contact with clients and prospects with a professional approach.
• 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 understands Savants philosophies.
• Manages client informationprepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
• Utilizes technology to perform tasks including populating and maintaining Salesforce information and documenting client interactions.
• Supports account opening process for prospects and clients in a seamless way.
• Knowledgeable of custodial relationships and navigates complexities in simple terms with clients.
• Facilitates completion of client applications and transfer documents.
• Proofreads reports, documentation, and data for errors.
• Assembles materials for client meetings and prepares for upcoming meetings, including reports and confirming next-day appointments.
• Backs up other team members and maintains a collaborative office environment.
  

Qualifications

• Bachelors or Associates Degree from an accredited college or university preferred.
• Minimum 2+ years of proven success in a client services/administrative support function in financial services, banking, or insurance.
• Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software (Salesforce preferred).
  

Work Arrangement & Schedule

• Hybrid position with in-office days based out of our Atlanta, Georgia office.
• Full-time salaried position with a schedule of Monday Friday 8:00am 5:00pm.
  

Why Join Us?

• Our Vision: Transform personal and financial dreams into goals and goals into reality.
• Our Mission: To build one million ideal futures for clients, our team, and the communities we serve.
• Collaborative culture that values diversity, curiosity, and lifelong learning.
• Commitment to excellence, integrity, and servant leadership in daily interactions.
  

Benefits & Compensation

• Salary range: $56,000 - $76,600, with final base pay determined by responsibilities, skills, experience, location, and market conditions.
• Benefits package available from day one, including medical, dental, vision, life, disability, 401(k) with company match, PTO, holidays, and wellness programs.
• Dress for Your Day policy and employee recognition programs.
• Employee Assistance Program, exclusive discounts, wellness reimbursements, and additional time-off benefits.
  

Additional Information

• All applicants must be authorized to work in the U.S. We are unable to sponsor visas at this time.
• We are not accepting unsolicited resumes from agencies or search firms for this posting.
• Savant Capital LLC is an Equal Opportunity Employer.
  

To apply, take your career to new heights with Savant.

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