Client Services Associate - St. Paul, MN

Savant • St. Paul, MN

3d • Hybrid

About The Position

Savant Wealth Management is seeking an experienced, client-focused Client Services Associate to join their growing team in the Twin Cities. This role is crucial in delivering an exceptional client experience by serving as a trusted partner to clients and advisors. Responsibilities include guiding clients through paperwork, coordinating meetings, problem-solving, and ensuring all details are handled with care. The ideal candidate thrives in a collaborative, fast-paced environment, enjoys staying organized, and takes pride in making a meaningful impact.

Requirements

• Associate's or Bachelor's degree highly preferred
• 2+ years of client service, administrative support, or operations experience within financial services, wealth management, banking, insurance, or a related field
• Previous experience within an RIA or advisor support environment highly preferred
• Strong proficiency with Microsoft Office applications and CRM systems (Salesforce experience is a plus)
• Exceptional attention to detail and organizational skills
• Ability to manage multiple priorities and adapt in a fast-paced environment
• Strong verbal and written communication skills
• High degree of professionalism, confidentiality, and client focus
• Team-oriented mindset with a willingness to support colleagues and contribute wherever needed
• 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

• Salesforce experience is a plus

Responsibilities

• Serving as a primary point of contact for clients, prospects, and visitors with professionalism and warmth
• Building strong relationships while supporting advisors and helping clients navigate requests, paperwork, and service needs
• Preparing client meeting materials, reports, account paperwork, and transfer documentation
• Coordinating client appointments, scheduling meetings, and helping ensure every interaction is seamless
• Supporting account opening and onboarding activities for prospective and existing clients
• Utilizing Salesforce and other technology tools to maintain accurate client records and document interactions
• Working closely with custodians, advisors, and internal teams to resolve client questions and service requests
• Assisting with office operations, client events, and maintaining a welcoming environment for clients and guests
• Managing multiple priorities while maintaining a high level of accuracy, organization, and confidentiality

Benefits

• Medical, dental, and vision coverage with multiple plan options
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Company-paid life insurance, AD&D, and disability coverage
• 401(k) with company match (Roth and Traditional options)
• Team-based incentive opportunities and recognition programs
• Generous paid time off plus paid holidays
• Annual Savantiversary day
• Summer Hours (shorter work weeks during the summer)
• Parental leave, personal leave, and other life-event support
• Employee Assistance Program (EAP)
• Wellness reimbursements
• Flexible "Dress for Your Day" approach

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree