Client Services Associate - Grand Blanc, MI

Savant•Grand Blanc, MI

8d•Onsite

About The Position

The Client Services Associate is a trusted first point of contact for clients and an essential partner to Advisors, helping keep the Grand Blanc office running smoothly. The role coordinates client requests, maintains accurate information, and ensures client interactions are polished and personal. It is an onsite, client-facing position that requires a reliable and consistent office presence. Typical hours are Monday through Friday, 8:00 a.m. to 5:00 p.m. The team is collaborative and relationship-driven, and values honesty, dependability, and willingness to pitch in. The position is suited to someone with experience in client service or administrative support in financial services, particularly registered investment adviser or wealth management experience. Familiarity with Schwab or Fidelity custodial platforms is strongly preferred. The role offers a collaborative advisory, tax, and planning model, career development opportunities, and a values-driven culture. The firm is majority employee-owned. The expected base salary range is $57,000 to $85,500. Additional incentive compensation may be available based on responsibilities and performance. Savant's benefits include medical, dental, and vision coverage; HSA or FSA options; company-paid life, AD&D, and disability coverage; a 401(k) with company match; incentive and recognition programs; paid time off and holidays; an annual Savantiversary day; summer hours; parental and personal leave; an Employee Assistance Program; wellness reimbursements; and flexible dress.

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, and attention to detail, with the ability to manage several priorities and maintain follow-through.
Clear, professional written and verbal communication and a client-first approach.
Sound judgment and discretion when handling confidential client information.
A collaborative, proactive mindset and willingness to support the team where needed.
Authorization to work for any employer in the United States; the company is unable to sponsor or take over sponsorship of an employment visa.
Ability to maintain a reliable commute to the Grand Blanc office, including during peak traffic and winter weather.

Nice To Haves

Experience in an RIA or wealth management environment.
Experience with Schwab or Fidelity custodial platforms.
A bachelor's or associate degree; equivalent education and work experience will be considered.
Salesforce experience.

Responsibilities

Manage 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 explain complex processes to clients 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.
Support teammates as 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.