Client Services Associate - St. Paul, MN

Savant•Saint Paul, MN

1d•$60,000 - $90,000•Hybrid

About The Position

Savant Wealth Management is seeking a Client Services Associate to join their growing team in the Twin Cities. This role is an opportunity to become a trusted partner to both clients and advisors, playing a critical role in delivering an exceptional client experience. The associate will guide clients through account paperwork, coordinate meetings, problem-solve, and ensure all details are handled with care, contributing to the high-touch service Savant provides. The ideal candidate is experienced, client-focused, thrives in a collaborative and fast-paced environment, and takes pride in making a meaningful impact.

Requirements

Associate's or Bachelor's degree highly preferred
2+ years of client service, administrative support, or operations experience within financial services, wealth management, banking, insurance, or a related field
Previous experience within an RIA or advisor support environment highly preferred
Strong proficiency with Microsoft Office applications and CRM systems (Salesforce experience is a plus)
Exceptional attention to detail and organizational skills
Ability to manage multiple priorities and adapt in a fast-paced environment
Strong verbal and written communication skills
High degree of professionalism, confidentiality, and client focus
Team-oriented mindset with a willingness to support colleagues and contribute wherever needed
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.

Nice To Haves

Salesforce experience is a plus

Responsibilities

Serving as a primary point of contact for clients, prospects, and visitors with professionalism and warmth
Building strong relationships while supporting advisors and helping clients navigate requests, paperwork, and service needs
Preparing client meeting materials, reports, account paperwork, and transfer documentation
Coordinating client appointments, scheduling meetings, and helping ensure every interaction is seamless
Supporting account opening and onboarding activities for prospective and existing clients
Utilizing Salesforce and other technology tools to maintain accurate client records and document interactions
Working closely with custodians, advisors, and internal teams to resolve client questions and service requests
Assisting with office operations, client events, and maintaining a welcoming environment for clients and guests
Managing multiple priorities while maintaining a high level of accuracy, organization, and confidentiality