Client Services Associate - Wellesley, MA
About The Position
As a Client Services Associate at Savant, you will be a trusted first point of contact for clients and an essential partner to our Advisors. You will help keep a close-knit Wellesley office running smoothly while coordinating client requests, maintaining accurate information, and making every interaction feel polished and personal. This could be a strong next step if you already know the pace and precision of wealth management and want to bring that experience to a collaborative, values-driven team. We are especially interested in candidates with registered investment adviser experience and familiarity with Schwab or Fidelity custodial platforms.
Requirements
- 2+ years of proven success in client service or administrative support within financial services, preferably in an RIA or wealth management environment.
- Experience with Schwab or Fidelity custodial platforms is strongly preferred.
- Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and CRM software.
- Salesforce experience is a plus.
- Strong organization, critical thinking, attention to detail, and the ability to manage several priorities without losing 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 a willingness to help wherever the team needs support.
- 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
- Bachelor's or associate degree preferred.
- An equivalent combination of education and work experience will be considered.
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 with accuracy and urgency.
- Maintain complete, current client records in Salesforce and document client interactions and requests.
- Navigate custodial relationships and help clients move through complex processes in a clear, approachable way.
- 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
- 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
