Client Services Associate - Middleton, WI

Savant Wealth Management•Middleton, WI

4d•$55,700 - $81,000•Onsite

About The Position

If you’re the person who stays calm, organized, and helpful when things get busy, this role was built for you. At Savant, Client Services is where relationships are protected, details are handled, and trust is built every single day. The Client Services Associate plays a central role in that experience. You’re often the first voice a client hears, the steady hand behind a smooth meeting, and the person who makes sure nothing slips through the cracks. This role is a great fit for someone who genuinely enjoys helping people, thrives in a fast-moving environment, and takes pride in doing things well—even when no one is watching. If you’re organized, calm under pressure, and energized by supporting both clients and advisors, you’ll feel at home here. What the role actually looks like: As part of the Client Services Team, you’ll support advisors, clients, and the office as a whole. Your days will be varied, and no two will look exactly the same. That includes: Serving as a first point of contact for clients and prospects—by phone, in person, and behind the scenes Scheduling meetings, coordinating logistics, and helping advisors stay prepared Preparing and processing client paperwork, account openings, transfers, and service requests Keeping client information accurate and up to date in Salesforce and related systems Assembling materials and reports for client meetings and events Navigating custodial relationships and helping clients move through what can sometimes feel like a complicated process Troubleshooting issues as they arise and knowing when to pull in the right people Supporting day-to-day office operations so the space feels welcoming, professional, and ready for clients Pitching in where needed—covering for teammates, supporting events, or helping during especially busy periods Some of the work is detail-heavy. Some of it is people-focused. All of it matters. A couple things to note about our Client Services Associate position: This position is based out of our Middleton, WI office located at 8401 Greenway Boulevard. This is a 100% in-person role. Our office hours are Monday-Friday, 8:00am-5:00pm. Why this role matters: Client Services is often the glue that holds everything together. When this role is done well, clients feel cared for, advisors stay focused on planning, and the entire office runs more smoothly. It’s meaningful work, and it’s noticed—even when it’s quiet. If you’re someone who finds satisfaction in helping others, staying organized, and being part of a team that truly relies on each other, this is a role where you can make a real impact.

Requirements

Two or more years of experience in client service, administrative support, or office operations—ideally within financial services, banking, or insurance
Comfort juggling multiple priorities without losing your attention to detail
Strong written and verbal communication skills
Confidence using Microsoft Office tools and CRM systems
A client-first mindset and a high level of professionalism
The ability to handle sensitive information with care and discretion
A team-oriented approach—you help where needed and ask for help when you need it

Nice To Haves

A bachelor’s or associate degree is highly preferred and will be prioritized, but relevant experience is just as important.

Responsibilities

Serving as a first point of contact for clients and prospects—by phone, in person, and behind the scenes
Scheduling meetings, coordinating logistics, and helping advisors stay prepared
Preparing and processing client paperwork, account openings, transfers, and service requests
Keeping client information accurate and up to date in Salesforce and related systems
Assembling materials and reports for client meetings and events
Navigating custodial relationships and helping clients move through what can sometimes feel like a complicated process
Troubleshooting issues as they arise and knowing when to pull in the right people
Supporting day-to-day office operations so the space feels welcoming, professional, and ready for clients
Pitching in where needed—covering for teammates, supporting events, or helping during especially busy periods

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.