Client Services Associate - Santa Fe, NM

Savant•Santa Fe, NM

2d•$57,000 - $70,000•Onsite

About The Position

Join our Santa Fe Team as a Client Services Associate, where you'll play a key role in supporting both clients and advisors by ensuring smooth day-to-day operations and delivering exceptional service. This role is ideal for someone who thrives in a fast-paced, client-focused environment and enjoys being a go-to resource for both internal teams and clients. As a member of the Client Services Team, the Client Services Associate is responsible for providing support to both Advisors and clients. Duties for this position may include, but are not limited to managing office administrator responsibilities, preparing client paperwork, initiating and completing client requests, contacting clients to schedule meetings, and managing incoming calls and client meeting preparation. This position requires the ability to communicate effectively, multitask and troubleshoot problems while maintaining a positive and client centric approach. Clients may include individuals, households or external advisors utilizing our Turnkey Asset Management Program (TAMP) services. The Client Services Associate can expect to focus in the following areas: Provides first line of contact with clients and prospects with a professional approach. Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed. Meets routine client needs in a timely manner and understands Savant’s unique philosophies. Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce. Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions. Supports account opening process with Savant for all prospects and clients in a seamless way. Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients. Facilitate completion of all client applications and transfer documents. Proofreads reports, documentation, and electronic data for errors. Assembles materials for client meetings. Utilizes Salesforce to complete both client and internal requests. Professionally answers and directs incoming telephone calls. Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness. Assists in coordinating RSVPs, planning, and set-up for events in area. Prepares for upcoming meetings including preparing reports and confirming next-day appointments. Serves as back up to others within Client Services as needed. Maintains team approach by assisting and filling in for others as requested. A couple things to note about our Client Services Associate position: This position will be based out of our Santa Fe, NM office. The role is a full-time 40 hour/week position with a schedule of Monday – Friday 8:00am – 5:00pm.

Requirements

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

Nice To Haves

Bachelor’s or Associate’s Degree from accredited college or university preferred

Responsibilities

Provides first line of contact with clients and prospects with a professional approach.
Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.
Meets routine client needs in a timely manner and understands Savant’s unique philosophies.
Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
Supports account opening process with Savant for all prospects and clients in a seamless way.
Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
Facilitate completion of all client applications and transfer documents.
Proofreads reports, documentation, and electronic data for errors.
Assembles materials for client meetings.
Utilizes Salesforce to complete both client and internal requests.
Professionally answers and directs incoming telephone calls.
Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
Assists in coordinating RSVPs, planning, and set-up for events in area.
Prepares for upcoming meetings including preparing reports and confirming next-day appointments.
Serves as back up to others within Client Services as needed.
Maintains team approach by assisting and filling in for others as requested.

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.