Client Experience Specialist

Savant•Evanston, IL

15h•$25 - $27•Onsite

About The Position

The steady presence that keeps the office running—and clients feeling cared for. The Client Experience Specialist is often the first person clients see, the first voice they hear, and the person quietly making sure everything is ready before the day begins. This role plays an important part in how Savant shows up for clients and for each other. If you’re someone who notices details, enjoys helping people, and takes pride in creating an organized, welcoming environment, this role will feel meaningful. It’s a great fit for someone who likes variety, works well with others, and understands that great client experience is built through a hundred small, thoughtful actions. What you’ll be responsible for: You’ll work closely with the Client Services Team to support the office, prepare for client meetings, and keep daily workflows moving smoothly. Your work will include a mix of client-facing, administrative, and behind-the-scenes responsibilities, such as: Supporting the front desk and office Serving as backup for reception and other Client Experience Specialists Greeting clients and visitors and helping them feel comfortable from the moment they arrive Answering and directing incoming phone calls professionally Making sure conference rooms, common spaces, and the lobby are clean, organized, and client-ready Opening and closing office procedures, including phones and secure document handling Preparing for client meetings Assembling annual review and client meeting packets Assisting with beneficiary form updates and related documentation Scheduling and coordinating meetings at the request of Client Services Associates or regional leadership Managing client records and documents Scanning and digitizing client documents with accuracy and care, following compliance standards Supporting document-related projects tied to firm growth and acquisitions Assisting with quality control and organization of electronic client records Supporting systems and daily workflows Helping administer the MySavant client portal and troubleshooting basic issues Creating and maintaining the office master calendar and confirming next-day appointments Processing incoming checks across custodians and reviewing deposits for accuracy Maintaining accurate client information in Salesforce and related systems General administrative and team support Preparing, printing, binding, and mailing client and team materials Processing client gift requests Managing mail, shipping, and office supply inventory Supporting local client and team events, including planning and setup Assisting with Zoom meeting setup and troubleshooting Coordinating with building management and vendors as needed Stepping in to support teammates and special projects when needed No two days are exactly the same, and teamwork is essential. When things get busy, everyone helps. A couple things to note about our Client Experience Specialist: This position is based in our Evanston, IL office at 1578 Sherman Ave. This position is a fully in-person position, working Monday - Friday, 8:00AM - 5:00PM. Because of this, you must have reliable transportation and live within 50 minutes of our office. This is a full-time position, with a minimum expected hour amount of 40 hours per week.

Requirements

High school diploma or equivalent
2-3 years of experience in an administrative or office support role; financial services experience is a plus
Comfort using Microsoft Word, Excel, Outlook, CRM systems, and basic office technology
Strong organizational skills and attention to detail
Clear, professional communication skills
A client-first mindset and respect for confidentiality
A collaborative, team-oriented approach to work

Nice To Haves

financial services experience is a plus

Responsibilities

Supporting the front desk and office
Serving as backup for reception and other Client Experience Specialists
Greeting clients and visitors and helping them feel comfortable from the moment they arrive
Answering and directing incoming phone calls professionally
Making sure conference rooms, common spaces, and the lobby are clean, organized, and client-ready
Opening and closing office procedures, including phones and secure document handling
Preparing for client meetings
Assembling annual review and client meeting packets
Assisting with beneficiary form updates and related documentation
Scheduling and coordinating meetings at the request of Client Services Associates or regional leadership
Managing client records and documents
Scanning and digitizing client documents with accuracy and care, following compliance standards
Supporting document-related projects tied to firm growth and acquisitions
Assisting with quality control and organization of electronic client records
Supporting systems and daily workflows
Helping administer the MySavant client portal and troubleshooting basic issues
Creating and maintaining the office master calendar and confirming next-day appointments
Processing incoming checks across custodians and reviewing deposits for accuracy
Maintaining accurate client information in Salesforce and related systems
Preparing, printing, binding, and mailing client and team materials
Processing client gift requests
Managing mail, shipping, and office supply inventory
Supporting local client and team events, including planning and setup
Assisting with Zoom meeting setup and troubleshooting
Coordinating with building management and vendors as needed
Stepping in to support teammates and special projects when needed

Benefits

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 Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Enjoy 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.