Client Services Associate - Westwood, MA

Savant•Westwood, MA

4d•$70,000 - $90,000•Onsite

About The Position

We’re looking for a detail-oriented, client-focused Client Services Associate to support Advisors and help deliver a strong client experience in our Westwood, MA office. In this role, you’ll assist with client requests, account opening, reporting, and meeting coordination. You’ll serve as a point of contact for clients and prospects while helping keep day-to-day operations organized and running smoothly. This is a great opportunity for someone who’s proactive, organized, and eager to grow within a client service team. 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 comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps our clients build their ideal futures. If you want to be part of a culture that is defined by strong values - Savant is right for you. A couple things to note about our Client Services Associate position: This position is based out of our office in Westwood, MA. The schedule is Monday – Friday 8:30am – 5:00pm. There is an opportunity to discuss a hybrid schedule with your supervisor following the training period (3 days in office, 2 days remote).

Requirements

Bachelor’s or Associate’s Degree from accredited college or university preferred
Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance

Responsibilities

Provides first line of contact with clients and prospects with a professional approach; answers and directs incoming calls and supports routine client needs in a timely manner while reflecting Savant’s philosophies.
Manages client information—prepares client reports, submits and follows up on necessary paperwork, and maintains accurate, up-to-date records in Salesforce while documenting client interactions and completing client and internal requests.
Supports account opening and facilitates completion of client applications and transfer documents in a seamless manner.
Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
Troubleshoots problems, schedules and organizes meetings, and serves as a liaison between Advisors and Clients as needed.
Prepares for upcoming meetings, including assembling materials, and preparing reports.
Proofreads reports, documentation, and electronic data for errors
Serves as back up to others within Client Services as needed, maintaining a team-first approach by assisting and filling in where needed.

Benefits

Benefit Eligibility 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 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.