Client Services Associate - Middletown, RI

Savant•Middletown, RI

7d•$57,000 - $85,000•Onsite

About The Position

The Client Services Associate is a trusted first point of contact for clients and an essential partner to Advisors. This role helps keep Savant’s Middletown, Rhode Island office running smoothly by coordinating client requests, maintaining accurate information, and ensuring client interactions are polished and personal. The position is suited to someone familiar with the pace and precision of wealth management, particularly registered investment adviser environments and Schwab or Fidelity custodial platforms. This is a fully onsite, client-facing position at the Middletown office, located at 747 Aquidneck Avenue. Reliable daily office attendance is essential. Typical hours are Monday through Friday, 8:30 a.m. to 5:00 p.m. The role is part of a collaborative, relationship-driven team that values dependability, honesty, connection, and pitching in to support colleagues and clients. Savant describes its culture as collaborative and values-driven, with an integrated advisory, tax, and planning model, opportunities for career development, and majority employee ownership. The expected base salary range is $57,000 to $85,000, with possible additional incentive compensation based on responsibilities and performance. Applicants must be authorized to work for any U.S. employer; visa sponsorship is not available.

Requirements

At least 2 years of proven success in client service or administrative support within financial services.
Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and CRM software.
Strong organization, critical thinking, attention to detail, and ability to manage multiple priorities while maintaining follow-through.
Clear, professional written and verbal communication with a client-first approach.
Sound judgment and discretion when handling confidential client information.
A collaborative, proactive mindset and willingness to support the team wherever needed.
Reliable ability to commute to the Middletown, Rhode Island office and maintain a consistent daily onsite presence.
Authorization to work for any employer in the United States; the company is unable to sponsor or take over sponsorship of an employment visa.

Nice To Haves

Experience in a registered investment adviser (RIA) or wealth management environment.
Experience with Schwab or Fidelity custodial platforms.
Bachelor's or associate degree; equivalent education and work experience will also be considered.
Salesforce experience.

Responsibilities

Own the client experience from the first call or office greeting 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 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.
Step in 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.