Client Services Associate - South Portland, ME

Savant•South Portland, ME

3d•$57,000 - $76,000•Onsite

About The Position

As a Client Services Associate, you'll play a vital role supporting financial advisors and clients by providing front office coverage and helping ensure seamless day-to-day operations. This position is designed to strengthen business continuity, enhance service capacity, and deliver a consistently exceptional experience for both advisors and clients—all while building a rewarding career with a collaborative, employee-owned firm. As a Client Services Associate, you'll be a trusted partner to both advisors and clients, helping deliver a seamless and exceptional client experience. You'll coordinate a variety of administrative and client service responsibilities, including preparing client paperwork, processing requests, managing incoming calls, coordinating meetings, and ensuring every client interaction is organized, efficient, and well supported. The ideal candidate is an organized problem solver with strong communication skills, the ability to manage multiple priorities, and a proactive, client-first approach to every interaction. Clients may include individuals, households, or external advisors utilizing our Turnkey Asset Management Program (TAMP) services.

Requirements

Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance
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’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.