Client Services Associate - Freeport, IL

Savant•Freeport, IL

3d•Onsite

About The Position

Be the person clients remember and the team counts on. A great client experience is built in the details: a call returned, paperwork completed accurately, a meeting prepared thoughtfully, and a question made simple. 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. In this role, you can expect to focus in the following areas: 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.

Requirements

2+ years of proven success in client service or administrative support within financial services, preferably in an RIA or wealth management environment.
Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and CRM software.
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

Registered investment adviser experience
Familiarity with Schwab or Fidelity custodial platforms
Salesforce experience is a plus.
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.