Client Services Associate - Middletown, RI

Savant•Middletown, RI

6d•Onsite

About The Position

The Client Services Associate is a trusted first point of contact for clients and an essential partner to Advisors, helping keep Savant’s Middletown, Rhode Island office running smoothly. The role coordinates client requests, maintains accurate information, and ensures client interactions are polished and personal. It is a fully onsite, client-facing role requiring a reliable daily presence in the office. Typical hours are Monday through Friday, 8:30 a.m. to 5:00 p.m. The position is suited to someone with financial-services client-service or administrative experience, ideally in an RIA or wealth management environment, and familiarity with Schwab or Fidelity custodial platforms. The role works with Advisors and teammates to coordinate meetings and client paperwork, maintain records, navigate custodial processes, and support daily office operations. Savant describes its team as collaborative, relationship-driven, and values-led, with opportunities for career development and long-term impact. The role has an expected base salary range of $57,000 to $85,000 and may be eligible for additional incentive compensation based on responsibilities and performance. Compensation is determined individually based on relevant experience, skills, qualifications, geographic location, and market conditions.

Requirements

At least 2 years of proven success in client service or administrative support within financial services, preferably in an RIA or wealth management environment.
Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and CRM software.
Strong organization, critical thinking, attention to detail, and ability to manage several priorities while maintaining follow-through.
Clear, professional written and verbal communication and a client-first approach.
Sound judgment and discretion when handling confidential client information.
A collaborative, proactive mindset and willingness to support the team where needed.
Authorization to work for any employer in the United States; the company cannot sponsor or take over sponsorship of an employment visa.
Ability to maintain a reliable daily commute to the Middletown, Rhode Island office, including during peak traffic and winter weather.

Nice To Haves

Experience with Schwab or Fidelity custodial platforms is strongly preferred.
A bachelor's or associate degree is preferred; an equivalent combination of education and work experience will be considered.
Salesforce experience is a plus.

Responsibilities

Serve as a first point of contact for clients, from initial calls or office greetings 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 accurately and promptly.
Maintain complete, current client records in Salesforce and document client interactions and requests.
Navigate custodial relationships and help clients understand complex processes.
Anticipate and handle 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.
Cover for teammates when needed and contribute to a responsive, collaborative Client Services team.

Benefits

Medical, dental, and vision coverage with multiple plan options, effective day one.
Health Savings Account (HSA) or Flexible Spending Account (FSA).
Company-paid life insurance, AD&D, and disability coverage.
401(k) with company match, including Roth and Traditional options.
Team-based incentive opportunities and recognition programs.
Generous paid time off and at least 10 paid holidays.
Annual Savantiversary day.
Summer Hours with shorter work weeks during the summer.
Parental leave, personal leave, and other life-event support.
Employee Assistance Program (EAP).
Wellness reimbursements, including gym memberships.
Flexible Dress for Your Day approach.
Potential additional incentive compensation based on responsibilities and performance.