Client Services Associate - Wyomissing, PA

Savant Wealth Management•Spring Township, PA

4d•$57,000 - $70,000•Onsite

About The Position

As a Client Services Associate in our Wyomissing office, you are the heartbeat of the client experience. You play a vital role in supporting our Advisors and building trusted relationships with clients by ensuring every interaction is professional, seamless, and thoughtful. This is a highly visible, in-office role ideal for someone who enjoys being part of a close-knit team, thrives in a fast-paced environment, and takes pride in delivering exceptional service. You’ll balance administrative excellence with relationship support—helping create a welcoming, polished experience for every client who walks through our doors. What You’ll Do Serve as the first point of contact for clients and visitors in our Wyomissing office, delivering a warm and professional experience Support Advisors by preparing client paperwork, reports, and meeting materials Coordinate meetings, manage schedules, and confirm appointments Process account openings, transfers, and service requests accurately and efficiently Maintain and update client records and documentation in Salesforce Navigate custodial platforms and explain processes clearly to clients Proofread and review documents to ensure accuracy and compliance Professionally manage incoming calls and client inquiries Prepare for and support client meetings, reviews, and local events Maintain organized, welcoming conference rooms and shared spaces Partner closely with teammates and provide backup support as needed Additional Responsibilities Manage mail, shipments, and office supply inventory Support daily office opening and closing procedures Maintain calendars, call logs, and meeting reports Assist with client communications and special touches, including sympathy outreach Support local marketing and client engagement events Contribute to special projects and operational initiatives What Success Looks Like In this role, success means clients feel welcomed, supported, and confident in their experience with Savant. Advisors are able to focus on advice and relationships because you’ve ensured the details are handled. You bring strong organization, attention to detail, and a service-oriented mindset—helping our Wyomissing team deliver the high-touch experience Savant is known for.

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
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 visitors in our Wyomissing office, delivering a warm and professional experience
Support Advisors by preparing client paperwork, reports, and meeting materials
Coordinate meetings, manage schedules, and confirm appointments
Process account openings, transfers, and service requests accurately and efficiently
Maintain and update client records and documentation in Salesforce
Navigate custodial platforms and explain processes clearly to clients
Proofread and review documents to ensure accuracy and compliance
Professionally manage incoming calls and client inquiries
Prepare for and support client meetings, reviews, and local events
Maintain organized, welcoming conference rooms and shared spaces
Partner closely with teammates and provide backup support as needed
Manage mail, shipments, and office supply inventory
Support daily office opening and closing procedures
Maintain calendars, call logs, and meeting reports
Assist with client communications and special touches, including sympathy outreach
Support local marketing and client engagement events
Contribute to special projects and operational initiatives

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.