Client Services Associate - Middleton, WI
About The Position
Make an impact where relationships matter. As a Client Services Associate, you'll play a key role in delivering an exceptional client experience by partnering with financial advisors and supporting clients through every stage of their financial journey. If you're organized, client-focused, and eager to grow your career, we'd love to connect with you. As a Client Services Associate, you'll serve as a key partner to both Advisors and clients, helping create a seamless and exceptional client experience. In this role, you'll manage a variety of responsibilities, including office administration, preparing client paperwork, processing client requests, coordinating meetings, managing incoming calls, and ensuring everything is in place for successful client interactions. Success in this position requires strong communication skills, the ability to multitask and troubleshoot with confidence, and a positive, client-centric approach to every interaction. Clients may include individuals, households, or external advisors utilizing our Turnkey Asset Management Program (TAMP) services.
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
- All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Responsibilities
- Provides first line of contact with clients and prospects with a professional approach.
- Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.
- Meets routine client needs in a timely manner and understands Savant’s unique philosophies.
- Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
- Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
- Supports account opening process with Savant for all prospects and clients in a seamless way.
- Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
- Facilitate completion of all client applications and transfer documents.
- Proofreads reports, documentation, and electronic data for errors.
- Assembles materials for client meetings.
- Utilizes Salesforce to complete both client and internal requests.
- Professionally answers and directs incoming telephone calls.
- Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
- Assists in coordinating RSVPs, planning, and set-up for events in area.
- Prepares for upcoming meetings including preparing reports and confirming next-day appointments.
- Serves as back up to others within Client Services as needed.
- Maintains team approach by assisting and filling in for others as requested.
Benefits
- Medical, dental, and vision coverage with multiple plan options
- Health Savings Account (HSA) or Flexible Spending Account (FSA)
- Company-paid life insurance, AD&D, and disability coverage
- 401(k) with company match (Roth and Traditional options)
- Team-based incentive opportunities and recognition programs
- Generous paid time off
- at least 10 paid holidays
- Annual “Savantiversary” day
- Summer Hours (shorter work weeks during the summer)
- Parental leave, personal leave, and other life-event support
- Employee Assistance Program (EAP)
- Wellness reimbursements (e.g., gym memberships)
- Flexible “Dress for Your Day” approach
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
