Client Services Associate - Doylestown, PA

Savant Wealth Management•Doylestown, PA

1d•$60,000 - $75,000•Onsite

About The Position

Savant is currently seeking a Client Services Associate in Doylestown, PA. As a Client Services Associate, you’ll be the welcoming face and steady heartbeat of the office. You’ll work side-by-side with Advisors and clients every day—keeping the office running smoothly, anticipating needs, and ensuring each client interaction feels seamless, personal, and well cared for. From preparing client paperwork and coordinating meetings to managing incoming calls and supporting day-to-day office operations, you’ll play a critical role in delivering an exceptional in-person client experience. This is a fully onsite role, ideal for someone who thrives in a fast-paced, people-centric environment, enjoys juggling multiple priorities, and takes pride in being the person others rely on to make things happen.

Requirements

2+ years of proven success in a client services/administrative support function in financial services.
Bachelor's degree or Associates degree preferred.
Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software
Critical thinking, organized, detail-oriented, and able to multitask
Client first attitude
Effective written and verbal communication skills
Position requires a high level of confidentiality
Team player, collaborative, able to work with and through others

Responsibilities

Serve as the first point of contact for clients and prospects, delivering a warm, professional, and service-oriented in-office experience.
Act as a liaison between Advisors and clients by coordinating schedules, organizing meetings, and resolving routine client requests in a timely and thoughtful manner.
Support the full client lifecycle, including account openings, transfers, paperwork completion, and follow-up with custodians to ensure a seamless experience.
Prepare, proofread, and assemble client reports, documentation, and meeting materials; confirm appointments and support meeting logistics.
Maintain accurate and up-to-date client information in Salesforce, documenting client interactions, requests, and required follow-ups.
Utilize technology and internal systems to complete client and internal service requests efficiently and accurately.
Professionally answer and direct incoming calls; greet and assist visitors; and maintain a polished office, lobby, and conference room environment.
Support in-office and client events by assisting with planning, RSVPs, setup, and day-of execution.
Collaborate closely with the Client Services team, providing coverage and support for colleagues as needed to ensure consistent service
Manage daily office operations including mail and package handling, office supply inventory, shipping, and opening/closing procedures.
Maintain shared spaces and meeting rooms to ensure a welcoming, professional environment.
Assist with administrative tracking such as calendars, call logs, client meeting reports, and miscellaneous operational tasks.
Support special projects, client communications, and marketing or client events as requested.

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.